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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5 years Service code 15 · EIN 38-3416104 | Recordkeeping | $27,130 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,994 | $86,938-72.4% | $102,423-76.6% | $80,925-70.3% |
| Participation rate | 88.0% | 72.4%+15.7pp | 76.5%+11.5pp | 67.7%+20.4pp |
| Annual return | 18.01% | 18.89%-0.9pp | 29.42%-11.4pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,717 | $2,369-27.5% | $3,023-43.2% | $2,756-37.7% |
| Participant deferral / active EE | $3,318 | $4,120-19.5% | $5,054-34.4% | $4,299-22.8% |
| Admin fee / account holder | $258 | $8,053-96.8% | $9,455-97.3% | $6,940-96.3% |