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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 20-1611389 | Advisory (Plan) | $27,040 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,796 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,561 | $84,499-36.6% | $125,391-57.3% | $66,949-20.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -13.51% | -8.49%-5.0pp | 572.41%-585.9pp | 1.57%-15.1pp |
| Employer contribution / active EE | $5,142 | $3,554+44.7% | $4,816+6.8% | $2,545+102.0% |
| Participant deferral / active EE | $10,062 | $6,785+48.3% | $7,448+35.1% | $4,239+137.4% |
| Admin fee / account holder | $223 | $685-67.4% | $10,009-97.8% | $594-62.4% |