Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,520 |
Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $15,663 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,542 | $58,879-60.0% | $178,490-86.8% | $73,488-68.0% |
| Participation rate | 85.6% | 66.2%+19.4pp | 81.9%+3.7pp | 70.7%+14.9pp |
| Annual return | 12.90% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,271 | $2,567+27.4% | $5,202-37.1% | $3,740-12.5% |
| Admin fee / account holder | $127 | $400-68.2% | $13,984-99.1% | $513-75.2% |