Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,328 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $16,735 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $6,380 |
Employer contribution per participant 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 | $21,480 | $55,470-61.3% | $155,556-86.2% | $74,478-71.2% |
| Participation rate | 89.8% | 61.9%+27.9pp | 78.2%+11.6pp | 67.2%+22.6pp |
| Annual return | 11.67% | 269.80%-258.1pp | 64.84%-53.2pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $7 | $2,267-99.7% | $4,675-99.8% | $2,626-99.7% |
| Participant deferral / active EE | $4,805 | $2,838+69.3% | $5,631-14.7% | $4,350+10.5% |
| Admin fee / account holder | $147 | $1,744-91.5% | $15,885-99.1% | $1,946-92.4% |