Filed February 18, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,505 | $65,125-71.6% | $143,797-87.1% | $66,949-72.4% |
| Participation rate | 88.6% | 65.2%+23.4pp | 80.3%+8.3pp | 69.8%+18.8pp |
| Annual return | -16.40% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,741 | $2,920+28.1% | $5,638-33.6% | $4,239-11.7% |
| Admin fee / account holder | $149 | $503-70.3% | $14,679-99.0% | $594-74.9% |