Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $397,169 |
PLANTE & MORAN, PLLC4+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $107,759 |
ASCENSUS LLC4+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $11,500 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,422 | $105,173-56.8% | $87,102-47.9% | $77,775-41.6% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 5.19% | 24.52%-19.3pp | 28.19%-23.0pp | 32.58%-27.4pp |
| Employer contribution / active EE | $2,138 | $2,890-26.0% | $2,521-15.2% | $2,504-14.6% |
| Participant deferral / active EE | $3,166 | $5,048-37.3% | $4,048-21.8% | $3,966-20.2% |
| Admin fee / account holder | $104 | $105-0.9% | $7,493-98.6% | $100+3.5% |