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 | $25,123 |
Filed as: ELLIN & TUCKER Service code 15 · EIN 52-0959934 | Recordkeeping | $16,500 |
GREENSPRING ADVISORS, LLC4 years Service code 15 · EIN 82-5320133 | Recordkeeping | $12,463 |
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 | $16,770 | $61,391-72.7% | $149,723-88.8% | $71,529-76.6% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.6pp | 67.9%+8.3pp |
| Annual return | 16.49% | 35.88%-19.4pp | 134.50%-118.0pp | 28.97%-12.5pp |
| Employer contribution / active EE | $1,456 | $2,384-38.9% | $4,821-69.8% | $2,590-43.8% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $192 | $1,264-84.8% | $13,215-98.5% | $1,588-87.9% |