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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Service code 27 1 W PENNSYLVANIA AVENUE · TOWSON, MD 212045052 | Advisory (Plan) | $27,040 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $18,174 |
BD & COMPANY INC2 years Service code 99 11155 RED RUN BLVD · OWINGS MILLS, MD 21117 | Other Fees | $9,500 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES, Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $1,205 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,579 | $80,763-23.8% | $102,412-39.9% | $74,459-17.3% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+25.9pp |
| Annual return | 12.51% | 27.57%-15.1pp | 24.94%-12.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $2,810 | $3,160-11.1% | $3,870-27.4% | $2,626+7.0% |
| Participant deferral / active EE | $3,218 | $3,862-16.7% | $5,060-36.4% | $4,350-26.0% |
| Admin fee / account holder | $282 | $2,371-88.1% | $8,388-96.6% | $1,945-85.5% |