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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $105,013 |
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $60,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,658 | $34,220-68.9% | $73,836-85.6% | $59,188-82.0% |
| Participation rate | 59.2% | 59.1%+0.1pp | 73.4%-14.2pp | 69.4%-10.2pp |
| Annual return | 2.26% | 3.36%-1.1pp | 2268.06%-2265.8pp | 5.51%-3.2pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,000 | $2,035-50.9% | $3,583-72.1% | $3,265-69.4% |
| Admin fee / account holder | $40 | $64-37.7% | $4,882-99.2% | $92-56.7% |