Filed July 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,333 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,755 |
FORUS INC DBA FORUSALL1 year Filed as: FORUS, INC. Service code 15 · EIN 46-1803145 | Recordkeeping | $6,632 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $13,029 | $72,027-81.9% | $185,861-93.0% | $79,856-83.7% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 10.49% | 23.13%-12.6pp | 35.96%-25.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $562 | $1,965-71.4% | $4,088-86.2% | $2,471-77.2% |
| Participant deferral / active EE | $5,994 | $3,780+58.6% | $5,634+6.4% | $3,741+60.2% |
| Admin fee / account holder | $79 | $4,513-98.2% | $9,503-99.2% | $5,306-98.5% |