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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,782 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,265 | $49,451-34.8% | $79,580-59.5% | $66,938-51.8% |
| Participation rate | 92.6% | 61.3%+31.2pp | 69.5%+23.1pp | 69.8%+22.8pp |
| Annual return | -17.46% | 84.25%-101.7pp | 0.15%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,325 | $1,266+4.7% | $2,413-45.1% | $2,545-48.0% |
| Participant deferral / active EE | $4,883 | $3,159+54.6% | $3,985+22.5% | $4,238+15.2% |
| Admin fee / account holder | $214 | $595-64.0% | $6,835-96.9% | $594-63.9% |