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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Service code 15 · EIN 38-3416104 | Recordkeeping | $83,092 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,068 | $79,184-26.7% | $102,438-43.3% | $74,546-22.1% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.7pp |
| Annual return | 26.77% | 54.95%-28.2pp | 29.37%-2.6pp | 1366.03%-1339.3pp |
| Employer contribution / active EE | $971 | $2,362-58.9% | $3,024-67.9% | $2,624-63.0% |
| Participant deferral / active EE | $5,132 | $4,414+16.2% | $5,054+1.5% | $4,347+18.0% |
| Admin fee / account holder | $310 | $2,001-84.5% | $9,448-96.7% | $1,944-84.0% |