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 | $46,688-22.1% | $189,758-80.8% | $69,733-47.9% |
| Participation rate | 29.2% | 61.7%-32.5pp | 79.8%-50.6pp | 62.5%-33.3pp |
| Annual return | 12.92% | 14.35%-1.4pp | 52.62%-39.7pp | 15.22%-2.3pp |
| Employer contribution / active EE | $233 | $1,695-86.3% | $4,767-95.1% | $2,250-89.7% |
| Participant deferral / active EE | $1,256 | $2,143-41.4% | $5,856-78.5% | $3,054-58.9% |
| Admin fee / account holder | $219 | $1,700-87.1% | $20,388-98.9% | $3,102-92.9% |