Filed April 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST10+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $38,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,354 | $45,343-19.8% | $150,298-75.8% | $67,986-46.5% |
| Participation rate | 29.2% | 51.9%-22.7pp | 77.8%-48.6pp | 57.2%-28.0pp |
| Annual return | 12.92% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $233 | $1,462-84.1% | $4,154-94.4% | $2,019-88.5% |
| Participant deferral / active EE | $1,256 | $2,055-38.9% | $5,453-77.0% | $3,358-62.6% |
| Admin fee / account holder | $219 | $2,250-90.3% | $14,116-98.5% | $3,203-93.2% |