Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,420 |
GREENSPRING ADVISORS, LLC4 years Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $19,708 |
Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $16,500 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $6,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,974 | $61,272-67.4% | $149,673-86.7% | $71,457-72.0% |
| Participation rate | 91.2% | 62.5%+28.7pp | 78.8%+12.4pp | 67.9%+23.2pp |
| Annual return | 18.59% | 35.85%-17.3pp | 134.42%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,307 | $2,917+47.6% | $5,680-24.2% | $4,289+0.4% |
| Admin fee / account holder | $182 | $1,261-85.6% | $13,210-98.6% | $1,587-88.6% |