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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 26 · EIN 47-1303673 | Advisory (Participants) | $7,389 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,741 | $80,753-39.6% | $136,298-64.2% | $62,293-21.8% |
| Participation rate | 43.5% | 73.5%-30.1pp | 81.9%-38.4pp | 69.5%-26.0pp |
| Annual return | 19.41% | 35.83%-16.4pp | 5156.27%-5136.9pp | 28.90%-9.5pp |
| Employer contribution / active EE | $559 | $2,884-80.6% | $4,696-88.1% | $2,042-72.6% |
| Participant deferral / active EE | $2,455 | $5,164-52.5% | $6,247-60.7% | $3,169-22.5% |
| Admin fee / account holder | $392 | $525-25.4% | $9,244-95.8% | $479-18.3% |