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| Provider | Service type | Compensation |
|---|---|---|
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $20,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,360 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,728 | $73,638-50.1% | $95,960-61.7% | $73,493-50.0% |
| Participation rate | 64.0% | 76.2%-12.2pp | 77.1%-13.1pp | 70.7%-6.7pp |
| Annual return | 10.64% | 16.78%-6.1pp | 91.63%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $963 | $1,863-48.3% | $2,541-62.1% | $2,270-57.6% |
| Participant deferral / active EE | $2,019 | $3,617-44.2% | $4,167-51.6% | $3,740-46.0% |
| Admin fee / account holder | $249 | $482-48.3% | $6,797-96.3% | $513-51.5% |