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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $51,072 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING WEALTH MANAGEMENT Service code 99 · EIN 20-1611389 | Other Fees | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,439 | $43,749-12.1% | $158,223-75.7% | $65,306-41.1% |
| Participation rate | 93.9% | 56.9%+37.0pp | 79.2%+14.7pp | 57.7%+36.2pp |
| Annual return | 8.93% | 19.41%-10.5pp | 52.09%-43.2pp | 21.94%-13.0pp |
| Employer contribution / active EE | $1,691 | $1,497+12.9% | $4,109-58.8% | $1,967-14.0% |
| Participant deferral / active EE | $3,574 | $2,019+77.1% | $5,467-34.6% | $2,959+20.8% |
| Admin fee / account holder | $262 | $1,930-86.4% | $16,047-98.4% | $3,480-92.5% |