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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 | $41,016+112.7% | $152,093-42.6% | $64,097+36.1% |
| Participation rate | 100.0% | 51.3%+48.7pp | 77.8%+22.2pp | 55.2%+44.8pp |
| Annual return | 7.83% | 39.60%-31.8pp | 66.36%-58.5pp | 34.64%-26.8pp |
| Employer contribution / active EE | $5,488 | $1,342+308.9% | $4,175+31.5% | $1,891+190.2% |
| Participant deferral / active EE | $5,326 | $1,927+176.3% | $5,451-2.3% | $3,080+72.9% |
| Admin fee / account holder | $177 | $2,305-92.3% | $14,497-98.8% | $3,454-94.9% |