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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $15,825 |
HUNGERFORD NICHOLS5 years Service code 10 · EIN 38-2184825 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,247 | $87,733-68.9% | $106,551-74.4% | $85,856-68.3% |
| Participation rate | 62.8% | 71.9%-9.1pp | 76.1%-13.3pp | 69.3%-6.5pp |
| Annual return | 11.77% | 21.86%-10.1pp | 26.80%-15.0pp | 318.58%-306.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,118 | $3,469-67.8% | $4,398-74.6% | $3,952-71.7% |
| Admin fee / account holder | $322 | $6,767-95.2% | $7,408-95.7% | $6,261-94.9% |