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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 | $55,472-28.7% | $155,567-74.6% | $74,546-47.0% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+29.9pp |
| Annual return | 5.13% | 268.72%-263.6pp | 64.74%-59.6pp | 1366.03%-1360.9pp |
| Employer contribution / active EE | $1,368 | $2,269-39.7% | $4,674-70.7% | $2,624-47.9% |
| Participant deferral / active EE | $2,864 | $2,838+0.9% | $5,628-49.1% | $4,347-34.1% |
| Admin fee / account holder | $63 | $1,743-96.4% | $15,916-99.6% | $1,944-96.8% |