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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC7 years Service code 15 · EIN 82-5320133 | Recordkeeping | $52,126 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,749 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,841 | $113,016+6.0% | $103,486+15.8% | $74,459+60.9% |
| Participation rate | 97.9% | 80.8%+17.1pp | 80.5%+17.3pp | 67.2%+30.6pp |
| Annual return | 14.39% | 23.24%-8.9pp | 23.93%-9.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $4,746 | $4,881-2.8% | $4,679+1.4% | $2,626+80.7% |
| Participant deferral / active EE | $15,292 | $7,279+110.1% | $6,628+130.7% | $4,350+251.6% |
| Admin fee / account holder | $272 | $1,709-84.1% | $9,354-97.1% | $1,945-86.0% |