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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $24,842 |
Annual investment return 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 | $87,250 | $45,343+92.4% | $150,298-41.9% | $67,986+28.3% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 7.83% | 33.28%-25.4pp | 62.79%-55.0pp | 31.67%-23.8pp |
| Employer contribution / active EE | $5,488 | $1,462+275.4% | $4,154+32.1% | $2,019+171.9% |
| Participant deferral / active EE | $5,326 | $2,055+159.2% | $5,453-2.3% | $3,358+58.6% |
| Admin fee / account holder | $177 | $2,250-92.1% | $14,116-98.7% | $3,203-94.5% |