Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,328 |
GREENSPRING ADVISORS, LLC5 years Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $16,735 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $6,380 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,480 | $55,415-61.2% | $155,509-86.2% | $74,495-71.2% |
| Participation rate | 89.8% | 61.9%+27.9pp | 78.2%+11.7pp | 67.2%+22.6pp |
| Annual return | 11.67% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $7 | $2,267-99.7% | $4,672-99.8% | $2,623-99.7% |
| Participant deferral / active EE | $4,805 | $2,836+69.4% | $5,626-14.6% | $4,346+10.6% |
| Admin fee / account holder | $147 | $1,738-91.5% | $15,912-99.1% | $1,942-92.4% |