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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $34,995 |
Filed as: GREENSPRING ADVISORS, LLC. Service code 27 · EIN 82-5320133 | Advisory (Plan) | $31,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,850 | $73,149-22.3% | $120,580-52.9% | $77,762-26.9% |
| Participation rate | 21.2% | 55.2%-34.0pp | 72.0%-50.8pp | 70.6%-49.4pp |
| Annual return | 12.64% | 18.24%-5.6pp | 107.48%-94.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $467 | $1,793-73.9% | $3,469-86.5% | $2,728-82.9% |
| Participant deferral / active EE | $1,368 | $3,006-54.5% | $4,995-72.6% | $4,651-70.6% |
| Admin fee / account holder | $165 | $660-74.9% | $9,418-98.2% | $433-61.8% |