Filed October 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $380,825 |
PLANTE & MORAN, PLLC6+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $50,054 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $47,754 |
ASCENSUS LLC6+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $11,500 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,743 | $144,879-59.5% | $111,319-47.2% | $93,010-36.8% |
| Participation rate | 96.7% | 86.1%+10.5pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 43.17% | 18.11%+25.1pp | 54.68%-11.5pp | 158.70%-115.5pp |
| Employer contribution / active EE | $1,202 | $3,052-60.6% | $2,732-56.0% | $2,705-55.6% |
| Participant deferral / active EE | $3,165 | $5,576-43.2% | $4,488-29.5% | $4,561-30.6% |
| Admin fee / account holder | $98 | $104-5.0% | $7,966-98.8% | $152-35.2% |