Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $79,223-26.7% | $102,460-43.3% | $74,478-22.0% |
| Participation rate | 97.9% | 74.8%+23.1pp | 76.5%+21.4pp | 67.2%+30.6pp |
| Annual return | 26.77% | 54.98%-28.2pp | 29.47%-2.7pp | 1370.56%-1343.8pp |
| Employer contribution / active EE | $971 | $2,363-58.9% | $3,025-67.9% | $2,626-63.0% |
| Participant deferral / active EE | $5,132 | $4,417+16.2% | $5,056+1.5% | $4,350+18.0% |
| Admin fee / account holder | $310 | $2,003-84.5% | $9,460-96.7% | $1,946-84.1% |