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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 | $55,446-28.7% | $155,574-74.6% | $74,429-46.9% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 5.13% | 269.20%-264.1pp | 64.87%-59.7pp | 1368.38%-1363.3pp |
| Employer contribution / active EE | $1,368 | $2,266-39.6% | $4,676-70.8% | $2,625-47.9% |
| Participant deferral / active EE | $2,864 | $2,836+1.0% | $5,629-49.1% | $4,348-34.1% |
| Admin fee / account holder | $63 | $1,743-96.4% | $15,914-99.6% | $1,944-96.8% |