Filed June 8, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
GREENSPRING ADVISORS, LLC2+ years Filed as: GREENSPRING Service code 16 · EIN 20-1611389 | Consulting | $31,824 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,698 |
COASTAL PENSION SERVICES2+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $19,386 |
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 | $98,302 | $75,183+30.7% | $123,894-20.7% | $55,167+78.2% |
| Participation rate | 87.4% | 72.8%+14.6pp | 81.4%+6.0pp | 69.0%+18.4pp |
| Annual return | 9.37% | 19.01%-9.6pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,907 | $2,823-32.4% | $4,617-58.7% | $1,963-2.8% |
| Participant deferral / active EE | $7,808 | $5,084+53.6% | $5,984+30.5% | $3,054+155.7% |
| Admin fee / account holder | $229 | $663-65.5% | $8,357-97.3% | $504-54.6% |