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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC2 years Service code 15 · EIN 82-5320133 | Recordkeeping | $20,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,011 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,321 | $65,376-44.4% | $87,104-58.3% | $65,185-44.3% |
| Participation rate | 64.3% | 75.3%-11.0pp | 76.9%-12.6pp | 70.2%-5.9pp |
| Annual return | 17.07% | 31.27%-14.2pp | 28.19%-11.1pp | 29.38%-12.3pp |
| Employer contribution / active EE | $1,126 | $1,822-38.2% | $2,521-55.3% | $2,177-48.3% |
| Participant deferral / active EE | $2,158 | $3,388-36.3% | $4,048-46.7% | $3,514-38.6% |
| Admin fee / account holder | $234 | $520-55.0% | $7,491-96.9% | $847-72.4% |