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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,354 | $43,496-16.4% | $161,489-77.5% | $64,340-43.5% |
| Participation rate | 29.2% | 53.5%-24.4pp | 78.7%-49.5pp | 55.2%-26.1pp |
| Annual return | 12.92% | 20.76%-7.8pp | 89.72%-76.8pp | 24.14%-11.2pp |
| Employer contribution / active EE | $233 | $1,431-83.7% | $4,268-94.6% | $1,862-87.5% |
| Participant deferral / active EE | $1,256 | $1,996-37.0% | $5,630-77.7% | $2,980-57.8% |
| Admin fee / account holder | $219 | $2,330-90.6% | $16,006-98.6% | $3,703-94.1% |