Filed February 7, 2022
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,051 |
ADP BROKER-DEALER1+ years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $66,886 |
GREENSPRING ADVISORS, LLC1+ years Filed as: GREENSPRING ADVISORS Service code 31 · EIN 82-5320133 | Named fiduciary | $24,962 |
D & E CONSULTING SOLUTIONS, INC1+ years Service code 16 · EIN 26-3593896 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,163 | $52,804-59.9% | $86,605-75.6% | $80,167-73.6% |
| Participation rate | 69.0% | 62.6%+6.3pp | 71.7%-2.7pp | 72.9%-4.0pp |
| Annual return | 18.54% | 24.84%-6.3pp | 591.39%-572.9pp | 40.39%-21.8pp |
| Employer contribution / active EE | $961 | $2,140-55.1% | $3,023-68.2% | $2,978-67.7% |
| Participant deferral / active EE | $4,304 | $3,226+33.4% | $4,438-3.0% | $5,017-14.2% |
| Admin fee / account holder | $86 | $113-23.9% | $5,611-98.5% | $145-40.7% |