Plan Sponsors
The Plan Sponsor Website provides plan sponsors with access to participant data as well as on-demand reporting tools to track and analyze participant behavior. Each dynamic report is generated and displayed based on parameters defined by the plan sponsor. Static quarterly reports are also available highlighting plan level data for the previous four quarters.
The reports can be printed or saved to a file. Below is a sampling of the reports available:
Investment Demographics
- Reports cost, market value, total number of participant in each investment
- Provides the average number of investments per participant in the plan
Statement on Demand
- Report by participant over a specific time frame determined by the sponsor
- Shows beginning and ending balance, contributions, distributions, etc.
Distribution Report
- Reports participant census data, withdrawal date and amount
Loan Report
Custom reports are also available by calling your ADS plan contact at 207-879-9200 or 877-476-2371.
- Reports participant loan details, including outstanding principal
- Ability to report only newly originated loans within a selected date range
- Indentifies delinquent loans
Click on the link below to access your Plan Sponsor account.