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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $77,920 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,084 | $54,717-28.6% | $86,216-54.7% | $71,511-45.3% |
| Participation rate | 96.2% | 60.1%+36.1pp | 69.0%+27.3pp | 67.9%+28.3pp |
| Annual return | 19.34% | 20.07%-0.7pp | 1169.42%-1150.1pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,571 | $1,267+24.0% | $2,382-34.0% | $2,589-39.3% |
| Participant deferral / active EE | $5,382 | $3,110+73.1% | $3,986+35.0% | $4,291+25.4% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,853-96.8% | $1,588-86.2% |