Filed April 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $952 | $36,916-97.4% | $156,551-99.4% | $57,658-98.3% |
| Participation rate | 54.8% | 63.4%-8.7pp | 84.0%-29.3pp | 70.2%-15.5pp |
| Annual return | -0.47% | 12.38%-12.8pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $82-89.7% | $13,028-99.9% | $95-91.0% |