Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $391,897 |
PLANTE & MORAN, PLLC3+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $125,950 |
DICKINSON WRIGHT PLLC3+ years Service code 15 · EIN 38-1364333 | Recordkeeping | $23,713 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES,LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $23,000 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $42,326 | $78,852-46.3% | $76,768-44.9% | $75,289-43.8% |
| Participation rate | 96.1% | 85.0%+11.1pp | 77.0%+19.1pp | 72.4%+23.7pp |
| Annual return | 12.06% | -1.29%+13.3pp | 2.43%+9.6pp | -0.04%+12.1pp |
| Employer contribution / active EE | $2,495 | $2,794-10.7% | $2,485+0.4% | $2,405+3.8% |
| Participant deferral / active EE | $2,878 | $4,800-40.0% | $3,852-25.3% | $3,739-23.0% |
| Admin fee / account holder | $114 | $79+43.9% | $6,676-98.3% | $102+11.1% |