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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $38,161 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,793 |
ADP BROKER-DEALER3 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 | $88,438 | $118,971-25.7% | $112,977-21.7% | $73,493+20.3% |
| Participation rate | 99.3% | 83.3%+15.9pp | 82.6%+16.7pp | 70.7%+28.6pp |
| Annual return | 15.43% | 17.79%-2.4pp | 24.24%-8.8pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,525 | $4,091-13.8% | $4,255-17.1% | $2,270+55.3% |
| Participant deferral / active EE | $12,710 | $6,133+107.3% | $5,836+117.8% | $3,740+239.9% |
| Admin fee / account holder | $187 | $573-67.3% | $6,294-97.0% | $513-63.5% |