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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,066 | $46,332-48.1% | $143,799-83.3% | $64,819-62.9% |
| 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 | 32.84%-43.9pp |
| Employer contribution / active EE | $264 | $1,911-86.2% | $4,952-94.7% | $2,507-89.5% |
| Participant deferral / active EE | $1,341 | $2,647-49.3% | $5,638-76.2% | $4,311-68.9% |
| Admin fee / account holder | $201 | $154+30.4% | $14,677-98.6% | $188+6.8% |