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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 | $101,591-19.8% | $147,096-44.6% | $74,429+9.5% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $5,603 | $3,813+47.0% | $4,936+13.5% | $2,625+113.4% |
| Participant deferral / active EE | $11,306 | $7,302+54.8% | $8,071+40.1% | $4,348+160.0% |
| Admin fee / account holder | $304 | $1,750-82.6% | $13,005-97.7% | $1,944-84.3% |