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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $37,661 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,189 |
Service code 15 · EIN 72-1396621 | Recordkeeping | $13,042 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,299 | $103,685-26.4% | $105,387-27.6% | $65,185+17.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.04% | 23.88%-1.8pp | 26.82%-4.8pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,692 | $3,842-3.9% | $4,213-12.4% | $2,177+69.6% |
| Participant deferral / active EE | $11,500 | $5,634+104.1% | $5,502+109.0% | $3,514+227.3% |
| Admin fee / account holder | $299 | $399-25.1% | $6,559-95.4% | $847-64.8% |