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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 20-1611389 | Advisory (Plan) | $18,750 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,861 |
BAIRD INSURANCE SERVICES INC2 years Service code 53 · EIN 39-1236032 | Insurance Commissions | $1,732 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
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).
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 | $31,579 | $65,557-51.8% | $105,738-70.1% | $56,287-43.9% |
| Participation rate | 51.2% | 63.4%-12.2pp | 76.3%-25.1pp | 69.9%-18.6pp |
| Annual return | -2.88% | -1.32%-1.6pp | 6.27%-9.2pp | -9.96%+7.1pp |
| Employer contribution / active EE | $858 | $1,788-52.0% | $3,268-73.7% | $2,111-59.3% |
| Participant deferral / active EE | $2,404 | $2,418-0.6% | $4,080-41.1% | $3,350-28.2% |
| Admin fee / account holder | $101 | $561-82.0% | $6,913-98.5% | $521-80.6% |