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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 | $43,496-11.6% | $161,489-76.2% | $64,340-40.3% |
| Participation rate | 93.9% | 53.5%+40.4pp | 78.7%+15.2pp | 55.2%+38.6pp |
| Annual return | 8.93% | 20.76%-11.8pp | 89.72%-80.8pp | 24.14%-15.2pp |
| Employer contribution / active EE | $1,691 | $1,431+18.2% | $4,268-60.4% | $1,862-9.2% |
| Participant deferral / active EE | $3,574 | $1,996+79.1% | $5,630-36.5% | $2,980+19.9% |
| Admin fee / account holder | $262 | $2,330-88.8% | $16,006-98.4% | $3,703-92.9% |