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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC5 years Service code 15 · EIN 82-5320133 | Recordkeeping | $38,961 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,617 |
ADP BROKER-DEALER5 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 | $89,648 | $99,016-9.5% | $93,759-4.4% | $66,938+33.9% |
| Participation rate | 97.1% | 82.1%+14.9pp | 81.0%+16.1pp | 69.8%+27.2pp |
| Annual return | -15.80% | -14.59%-1.2pp | -11.33%-4.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,730 | $4,769-0.8% | $4,324+9.4% | $2,545+85.9% |
| Participant deferral / active EE | $13,620 | $6,689+103.6% | $6,096+123.5% | $4,238+221.4% |
| Admin fee / account holder | $218 | $477-54.3% | $7,197-97.0% | $594-63.2% |