Filed October 16, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $308,718 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE &MORAN, FINANCIAL ADVISOR Service code 15 · EIN 38-1357951 | Recordkeeping | $94,733 |
DICKINSON WRIGHT PLLC1+ years Service code 15 · EIN 38-1364333 | Recordkeeping | $27,568 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $9,400 |
ADP BROKER-DEALER1+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,418 | $80,211-62.1% | $74,184-59.0% | $63,975-52.5% |
| Participation rate | 95.9% | 84.2%+11.7pp | 76.6%+19.3pp | 71.1%+24.8pp |
| Annual return | -3.00% | 14.13%-17.1pp | 17.74%-20.7pp | 48.65%-51.7pp |
| Employer contribution / active EE | $1,417 | $2,553-44.5% | $2,370-40.2% | $2,182-35.0% |
| Participant deferral / active EE | $2,176 | $4,370-50.2% | $3,550-38.7% | $3,356-35.2% |
| Admin fee / account holder | $92 | $67+36.9% | $5,586-98.4% | $70+30.6% |