Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,570 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $18,321 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $15,664 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,505 | $65,061-71.6% | $143,757-87.1% | $66,914-72.3% |
| Participation rate | 88.6% | 65.2%+23.5pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -16.40% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,741 | $2,919+28.2% | $5,637-33.6% | $4,237-11.7% |
| Admin fee / account holder | $149 | $502-70.3% | $14,673-99.0% | $593-74.9% |