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 | $73,532-80.4% | $178,505-91.9% | $74,478-80.6% |
| Participation rate | 91.7% | 66.6%+25.1pp | 77.1%+14.5pp | 67.2%+24.4pp |
| Annual return | 10.35% | 17.49%-7.1pp | 27.16%-16.8pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $1,054 | $2,221-52.5% | $3,955-73.3% | $2,626-59.8% |
| Participant deferral / active EE | $7,251 | $4,519+60.5% | $6,280+15.4% | $4,350+66.7% |
| Admin fee / account holder | $117 | $1,813-93.6% | $10,428-98.9% | $1,946-94.0% |