Filed February 7, 2022
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $157,200 |
Filed as: GREENSPRING ADVISORS LLC Service code 15 · EIN 82-5320133 | Recordkeeping | $71,085 |
RSM US LLP1 year Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $34,700 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $19,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,762 | $55,694-55.5% | $81,882-69.8% | $200,096-87.6% |
| Participation rate | 63.5% | 62.7%+0.8pp | 72.4%-8.9pp | 72.0%-8.6pp |
| Annual return | 11.12% | 19.59%-8.5pp | 779.47%-768.4pp | 34.26%-23.1pp |
| Employer contribution / active EE | $481 | $2,114-77.2% | $2,916-83.5% | $3,038-84.2% |
| Participant deferral / active EE | $1,084 | $3,299-67.1% | $4,323-74.9% | $5,090-78.7% |
| Admin fee / account holder | $113 | $348-67.4% | $7,360-98.5% | $269-57.9% |