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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $45,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,151 | $73,638-18.3% | $95,960-37.3% | $73,493-18.2% |
| Participation rate | 69.4% | 76.2%-6.7pp | 77.1%-7.7pp | 70.7%-1.3pp |
| Annual return | 13.68% | 16.78%-3.1pp | 91.63%-78.0pp | 28.51%-14.8pp |
| Employer contribution / active EE | $617 | $1,863-66.9% | $2,541-75.7% | $2,270-72.8% |
| Participant deferral / active EE | $2,143 | $3,617-40.7% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $413 | $482-14.4% | $6,797-93.9% | $513-19.6% |