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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 20-1611389 | Advisory (Plan) | $29,246 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $28,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,495 | $101,499-19.7% | $147,005-44.6% | $74,546+9.3% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8732.34%-8717.4pp | 418.76%-403.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $5,603 | $3,811+47.0% | $4,934+13.5% | $2,624+113.5% |
| Participant deferral / active EE | $11,306 | $7,304+54.8% | $8,070+40.1% | $4,347+160.1% |
| Admin fee / account holder | $304 | $1,748-82.6% | $13,006-97.7% | $1,944-84.3% |