Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $72,994-22.1% | $120,368-52.8% | $77,671-26.8% |
| Participation rate | 21.2% | 55.2%-34.1pp | 71.9%-50.8pp | 70.6%-49.4pp |
| Annual return | 12.64% | 18.23%-5.6pp | 107.26%-94.6pp | 31.21%-18.6pp |
| Employer contribution / active EE | $467 | $1,793-73.9% | $3,465-86.5% | $2,726-82.9% |
| Participant deferral / active EE | $1,368 | $3,011-54.6% | $4,991-72.6% | $4,648-70.6% |
| Admin fee / account holder | $165 | $658-74.9% | $9,429-98.2% | $430-61.6% |