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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 | $55,470+123.6% | $155,556-20.3% | $74,478+66.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.99% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $5,710 | $2,267+151.9% | $4,675+22.1% | $2,626+117.4% |
| Participant deferral / active EE | $4,713 | $2,838+66.1% | $5,631-16.3% | $4,350+8.3% |
| Admin fee / account holder | $162 | $1,744-90.7% | $15,885-99.0% | $1,946-91.7% |