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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,298 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,024 |
Filed as: GREENSPRING ADVISORS LLC Service code 16 · EIN 82-5320133 | Consulting | $7,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,258 | $52,293-36.4% | $178,499-81.4% | $73,412-54.7% |
| Participation rate | 40.2% | 65.3%-25.1pp | 81.9%-41.7pp | 72.2%-32.0pp |
| Annual return | 14.55% | 34.75%-20.2pp | 151.10%-136.6pp | 59.30%-44.7pp |
| Employer contribution / active EE | $754 | $1,735-56.6% | $5,011-85.0% | $2,234-66.2% |
| Participant deferral / active EE | $1,008 | $2,332-56.8% | $5,202-80.6% | $3,806-73.5% |
| Admin fee / account holder | $127 | $127-0.5% | $13,986-99.1% | $158-19.7% |