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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,391 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 16 · EIN 82-5320133 | Consulting | $30,750 |
Service code 16 · EIN 52-0909772 | Consulting | $11,503 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,725 | $47,163+81.8% | $149,696-42.7% | $74,460+15.1% |
| Participation rate | 99.2% | 63.4%+35.8pp | 78.8%+20.4pp | 70.7%+28.4pp |
| Annual return | 15.32% | 22.75%-7.4pp | 134.46%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $4,387 | $1,907+130.1% | $4,821-9.0% | $2,638+66.3% |
| Participant deferral / active EE | $5,538 | $2,730+102.8% | $5,682-2.5% | $4,530+22.3% |
| Admin fee / account holder | $198 | $343-42.3% | $13,212-98.5% | $348-43.2% |