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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS Service code 27 · EIN 20-1611389 | Advisory (Plan) | $28,121 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,396 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,837 | $91,439-33.5% | $135,974-55.3% | $71,511-14.9% |
| Participation rate | 98.4% | 75.7%+22.8pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 19.28% | 29.90%-10.6pp | 68.30%-49.0pp | 28.86%-9.6pp |
| Employer contribution / active EE | $6,353 | $3,705+71.5% | $4,859+30.8% | $2,589+145.4% |
| Participant deferral / active EE | $11,833 | $7,093+66.8% | $7,760+52.5% | $4,291+175.8% |
| Admin fee / account holder | $234 | $1,267-81.5% | $10,767-97.8% | $1,588-85.3% |