Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $102,122 |
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $64,733 |
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 | $11,263 | $34,495-67.3% | $78,676-85.7% | $63,975-82.4% |
| Participation rate | 55.0% | 60.8%-5.8pp | 73.6%-18.6pp | 71.1%-16.1pp |
| Annual return | 7.37% | 11.62%-4.3pp | 62.19%-54.8pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,850-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $907 | $2,100-56.8% | $3,517-74.2% | $3,356-73.0% |
| Admin fee / account holder | $40 | $68-41.3% | $4,510-99.1% | $70-43.3% |