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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC8 years Service code 15 · EIN 82-5320133 | Recordkeeping | $42,068 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,980 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 15 · EIN 22-2428965 | Recordkeeping | $5,830 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,975 | $135,961+10.3% | $96,707+55.1% | $67,986+120.6% |
| Participation rate | 98.4% | 76.3%+22.1pp | 80.4%+18.0pp | 57.2%+41.2pp |
| Annual return | 19.06% | 31.14%-12.1pp | 34.78%-15.7pp | 31.67%-12.6pp |
| Employer contribution / active EE | $4,780 | $5,011-4.6% | $4,191+14.1% | $2,019+136.8% |
| Participant deferral / active EE | $15,769 | $7,360+114.2% | $5,997+163.0% | $3,358+369.6% |
| Admin fee / account holder | $269 | $2,370-88.7% | $7,503-96.4% | $3,203-91.6% |