Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $112,750+6.3% | $103,431+15.9% | $74,400+61.1% |
| Participation rate | 97.9% | 80.9%+17.0pp | 80.5%+17.3pp | 67.2%+30.6pp |
| Annual return | 14.39% | 23.22%-8.8pp | 23.92%-9.5pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $4,746 | $4,880-2.7% | $4,678+1.5% | $2,624+80.8% |
| Participant deferral / active EE | $15,292 | $7,289+109.8% | $6,625+130.8% | $4,348+251.7% |
| Admin fee / account holder | $272 | $1,702-84.0% | $9,412-97.1% | $1,944-86.0% |