Filed April 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $43,950 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $46,292-48.0% | $143,757-83.3% | $64,808-62.9% |
| Participation rate | 32.0% | 64.2%-32.2pp | 80.3%-48.3pp | 71.5%-39.4pp |
| Annual return | -11.10% | -10.05%-1.0pp | -0.04%-11.1pp | 32.82%-43.9pp |
| Employer contribution / active EE | $264 | $1,910-86.2% | $4,951-94.7% | $2,506-89.5% |
| Participant deferral / active EE | $1,341 | $2,646-49.3% | $5,637-76.2% | $4,310-68.9% |
| Admin fee / account holder | $201 | $154+30.5% | $14,673-98.6% | $188+6.9% |