Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $17,069 |
ADP BROKER-DEALER2 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,730 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,165 | $61,166-62.1% | $185,849-87.5% | $79,391-70.8% |
| Participation rate | 90.6% | 66.6%+24.0pp | 81.7%+8.9pp | 70.7%+19.9pp |
| Annual return | 14.71% | 19.45%-4.7pp | 122.10%-107.4pp | 116.88%-102.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,342 | $2,789+19.8% | $5,569-40.0% | $4,046-17.4% |
| Admin fee / account holder | $96 | $710-86.5% | $16,244-99.4% | $627-84.7% |