Filed October 16, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $453,047 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $100,000 |
DICKINSON WRIGHT PLLC9+ years Service code 15 · EIN 38-1364333 | Recordkeeping | $60,756 |
PLANTE & MORAN, PLLC9+ years Service code 15 · EIN 32-0503264 | Recordkeeping | $41,250 |
ASCENSUS LLC9+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $11,500 |
ADP BROKER-DEALER9+ 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 | $63,073 | $110,258-42.8% | $102,460-38.4% | $200,096-68.5% |
| Participation rate | 91.7% | 86.3%+5.4pp | 76.5%+15.2pp | 72.0%+19.7pp |
| Annual return | 19.31% | 35.78%-16.5pp | 29.47%-10.2pp | 34.26%-14.9pp |
| Employer contribution / active EE | $3,278 | $3,605-9.1% | $3,025+8.3% | $3,038+7.9% |
| Participant deferral / active EE | $4,095 | $6,377-35.8% | $5,056-19.0% | $5,090-19.6% |
| Admin fee / account holder | $121 | $122-1.4% | $9,460-98.7% | $269-55.2% |