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| Provider | Service type | Compensation |
|---|---|---|
NEWLEAF WEALTH MANAGEMENT, LLC1+ years Service code 99 | Other Fees | $15,328 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,009 |
NEWLEAF WEALTH MANAGEMENT, LLC1+ years Filed as: NEWLEAF WEALTH MANAGEMENT Service code 99 · EIN 80-0928074 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,534 | $55,437-28.7% | $155,534-74.6% | $74,459-46.9% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 5.13% | 269.58%-264.4pp | 64.92%-59.8pp | 1369.70%-1364.6pp |
| Employer contribution / active EE | $1,368 | $2,266-39.6% | $4,675-70.7% | $2,626-47.9% |
| Participant deferral / active EE | $2,864 | $2,837+0.9% | $5,630-49.1% | $4,350-34.2% |
| Admin fee / account holder | $63 | $1,742-96.4% | $15,900-99.6% | $1,945-96.8% |