Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,672-19.8% | $147,117-44.6% | $74,478+9.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8757.83%-8742.9pp | 420.54%-405.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $5,603 | $3,813+46.9% | $4,932+13.6% | $2,626+113.3% |
| Participant deferral / active EE | $11,306 | $7,305+54.8% | $8,065+40.2% | $4,350+159.9% |
| Admin fee / account holder | $304 | $1,753-82.6% | $12,993-97.7% | $1,946-84.4% |