Filed July 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,598 |
FORUS INC DBA FORUSALL5 years Filed as: FORUS, INC. Service code 15 · EIN 46-1803145 | Recordkeeping | $33,124 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,427 | $73,459-80.4% | $178,528-91.9% | $74,429-80.6% |
| Participation rate | 91.7% | 66.5%+25.1pp | 77.1%+14.6pp | 67.2%+24.5pp |
| Annual return | 10.35% | 17.50%-7.2pp | 27.11%-16.8pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $1,054 | $2,219-52.5% | $3,950-73.3% | $2,625-59.8% |
| Participant deferral / active EE | $7,251 | $4,515+60.6% | $6,278+15.5% | $4,348+66.7% |
| Admin fee / account holder | $117 | $1,812-93.6% | $10,419-98.9% | $1,944-94.0% |