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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,354 | $49,915-27.2% | $154,803-76.5% | $74,304-51.1% |
| Participation rate | 29.2% | 54.0%-24.8pp | 78.1%-48.9pp | 60.3%-31.2pp |
| Annual return | 12.92% | 34.06%-21.1pp | 58.88%-46.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $233 | $1,611-85.6% | $4,305-94.6% | $2,241-89.6% |
| Participant deferral / active EE | $1,256 | $2,255-44.3% | $5,540-77.3% | $3,767-66.6% |
| Admin fee / account holder | $219 | $2,189-90.0% | $14,329-98.5% | $2,969-92.6% |