Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,160 |
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $12,674 |
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 | $21,809 | $61,172-64.3% | $185,851-88.3% | $79,389-72.5% |
| Participation rate | 83.9% | 66.6%+17.3pp | 81.7%+2.2pp | 70.7%+13.2pp |
| Annual return | 12.51% | 19.45%-6.9pp | 122.11%-109.6pp | 116.89%-104.4pp |
| Employer contribution / active EE | $1,369 | $2,321-41.0% | $5,168-73.5% | $2,428-43.6% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $191 | $710-73.1% | $16,245-98.8% | $626-69.5% |