Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $400,239 |
PLANTE & MORAN, PLLC5+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $88,927 |
ASCENSUS LLC5+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $11,500 |
ADP BROKER-DEALER5+ 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 | $43,109 | $176,471-75.6% | $95,968-55.1% | $90,274-52.2% |
| Participation rate | 96.7% | 86.6%+10.2pp | 77.1%+19.6pp | 73.4%+23.4pp |
| Annual return | -7.50% | 20.15%-27.7pp | 91.65%-99.2pp | 53.97%-61.5pp |
| Employer contribution / active EE | $2,285 | $2,783-17.9% | $2,542-10.1% | $2,523-9.5% |
| Participant deferral / active EE | $3,386 | $5,325-36.4% | $4,167-18.7% | $4,231-20.0% |
| Admin fee / account holder | $100 | $154-34.9% | $6,798-98.5% | $114-11.9% |