Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $482,782 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $50,000 |
DICKINSON WRIGHT PLLC10+ years Service code 15 · EIN 38-1364333 | Recordkeeping | $10,867 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,860 | $139,251-52.7% | $113,397-41.9% | $100,573-34.5% |
| Participation rate | 93.7% | 88.8%+4.9pp | 76.5%+17.2pp | 70.9%+22.8pp |
| Annual return | 4.85% | 14.13%-9.3pp | 23.20%-18.4pp | 18.89%-14.0pp |
| Employer contribution / active EE | $3,770 | $3,969-5.0% | $2,977+26.6% | $3,763+0.2% |
| Participant deferral / active EE | $4,808 | $7,399-35.0% | $5,076-5.3% | $4,921-2.3% |
| Admin fee / account holder | $108 | $149-27.4% | $11,957-99.1% | $454-76.1% |