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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $40,884 |
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $8,147 |
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $3,564 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $244 |
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 | $70,700 | $84,948-16.8% | $70,494+0.3% | $73,412-3.7% |
| Participation rate | 97.3% | 79.9%+17.4pp | 75.1%+22.3pp | 72.2%+25.2pp |
| Annual return | 10.87% | 13.39%-2.5pp | 109.16%-98.3pp | 59.30%-48.4pp |
| Employer contribution / active EE | $3,663 | $2,834+29.2% | $2,738+33.8% | $2,234+64.0% |
| Participant deferral / active EE | $5,835 | $3,387+72.3% | $3,711+57.3% | $3,806+53.3% |
| Admin fee / account holder | $140 | $98+42.8% | $3,848-96.4% | $158-11.3% |