Filed November 12, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 501 FAIRMOUNT AVE STE 102 · TOWSON, MD 21286 | Advisory (Plan) | $49,238 |
GRANT THORNTON LLP1 year Service code 10 1901 S MEYERS RD STE 455 · OAKBROOK TERRACE, IL 601815208 | Accounting | $39,873 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,734 | $100,801+68.4% | $149,751+13.3% | $73,415+131.2% |
| Participation rate | 78.6% | 77.7%+0.9pp | 82.5%-3.9pp | 72.2%+6.4pp |
| Annual return | 4.17% | 265.34%-261.2pp | 276.71%-272.5pp | 59.30%-55.1pp |
| Employer contribution / active EE | $10,774 | $3,312+225.3% | $4,646+131.9% | $2,234+382.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $83 | $181-54.4% | $9,312-99.1% | $158-47.7% |