Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,190 |
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $12,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,595 | $65,125-73.0% | $143,797-87.8% | $66,949-73.7% |
| Participation rate | 73.2% | 65.2%+8.0pp | 80.3%-7.1pp | 69.8%+3.4pp |
| Annual return | -16.77% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,387 | $2,362-41.3% | $4,952-72.0% | $2,545-45.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $174 | $503-65.3% | $14,679-98.8% | $594-70.6% |