Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $369,320 |
PLANTE & MORAN, PLLC2+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $84,100 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $9,400 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 17 · EIN 22-2232264 | Pension Consulting | $5,250 |
ADP BROKER-DEALER2+ 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 | $35,474 | $88,730-60.0% | $82,312-56.9% | $77,958-54.5% |
| Participation rate | 96.7% | 84.5%+12.2pp | 76.9%+19.8pp | 71.6%+25.1pp |
| Annual return | 11.84% | 20.88%-9.0pp | 25.88%-14.0pp | 20.87%-9.0pp |
| Employer contribution / active EE | $2,443 | $2,758-11.4% | $2,428+0.6% | $2,310+5.7% |
| Participant deferral / active EE | $2,599 | $4,634-43.9% | $3,706-29.9% | $3,537-26.5% |
| Admin fee / account holder | $95 | $74+28.9% | $5,608-98.3% | $97-2.0% |