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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $23,128 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,096 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,646 | $89,652-25.7% | $141,191-52.8% | $65,185+2.2% |
| Participation rate | 62.6% | 74.7%-12.1pp | 82.5%-19.9pp | 70.2%-7.6pp |
| Annual return | 20.60% | 32.79%-12.2pp | 71.41%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,179 | $3,065-61.5% | $4,736-75.1% | $2,177-45.9% |
| Participant deferral / active EE | $5,099 | $5,691-10.4% | $6,710-24.0% | $3,514+45.1% |
| Admin fee / account holder | $311 | $569-45.2% | $10,264-97.0% | $847-63.2% |