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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS Service code 27 · EIN 47-1303673 | Advisory (Plan) | $50,318 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,434 |
TIAA6+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,830 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,188 | $94,833-17.6% | $75,714+3.3% | $86,821-9.9% |
| Participation rate | 87.2% | 79.1%+8.1pp | 74.8%+12.4pp | 72.3%+14.9pp |
| Annual return | 17.73% | 16.91%+0.8pp | 104.62%-86.9pp | 97.94%-80.2pp |
| Employer contribution / active EE | $3,475 | $2,904+19.7% | $2,744+26.7% | $2,406+44.4% |
| Participant deferral / active EE | $5,336 | $3,632+46.9% | $3,820+39.7% | $4,132+29.1% |
| Admin fee / account holder | $178 | $109+63.9% | $3,619-95.1% | $170+5.0% |