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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 | $45,343-15.2% | $150,298-74.4% | $67,986-43.5% |
| Participation rate | 93.9% | 51.9%+42.0pp | 77.8%+16.1pp | 57.2%+36.7pp |
| Annual return | 8.93% | 33.28%-24.3pp | 62.79%-53.9pp | 31.67%-22.7pp |
| Employer contribution / active EE | $1,691 | $1,462+15.7% | $4,154-59.3% | $2,019-16.2% |
| Participant deferral / active EE | $3,574 | $2,055+74.0% | $5,453-34.4% | $3,358+6.4% |
| Admin fee / account holder | $262 | $2,250-88.4% | $14,116-98.1% | $3,203-91.8% |