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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $9,812 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,220 | $79,428-39.3% | $106,548-54.7% | $79,386-39.3% |
| Participation rate | 53.5% | 74.1%-20.6pp | 76.1%-22.6pp | 70.7%-17.2pp |
| Annual return | 3.63% | 18.27%-14.6pp | 26.80%-23.2pp | 116.85%-113.2pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,368 | $3,823-64.2% | $4,398-68.9% | $4,046-66.2% |
| Admin fee / account holder | $195 | $523-62.8% | $7,407-97.4% | $626-68.9% |