Filed April 8, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST9+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $39,752 |
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 | $33,193 | $50,812-34.7% | $155,602-78.7% | $77,692-57.3% |
| Participation rate | 26.0% | 63.1%-37.1pp | 78.2%-52.2pp | 70.6%-44.6pp |
| Annual return | 13.76% | 34.85%-21.1pp | 64.81%-51.1pp | 31.25%-17.5pp |
| Employer contribution / active EE | $235 | $1,989-88.2% | $4,675-95.0% | $2,726-91.4% |
| Participant deferral / active EE | $1,088 | $2,822-61.4% | $5,629-80.7% | $4,648-76.6% |
| Admin fee / account holder | $226 | $436-48.2% | $15,923-98.6% | $431-47.5% |