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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $21,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,005 | $55,446+123.6% | $155,574-20.3% | $74,429+66.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.99% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $5,710 | $2,266+152.0% | $4,676+22.1% | $2,625+117.5% |
| Participant deferral / active EE | $4,713 | $2,836+66.2% | $5,629-16.3% | $4,348+8.4% |
| Admin fee / account holder | $162 | $1,743-90.7% | $15,914-99.0% | $1,944-91.7% |