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 | $26,713 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $17,500 |
GREENSPRING ADVISORS, LLC5 years Service code 15 · EIN 82-5320133 | Recordkeeping | $16,722 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,443 | $55,470-68.6% | $155,556-88.8% | $74,478-76.6% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 11.32% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,473 | $2,267-35.0% | $4,675-68.5% | $2,626-43.9% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $215 | $1,744-87.7% | $15,885-98.6% | $1,946-88.9% |