Filed January 25, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $882,619 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $187,777 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $145,867 |
WINSLOW CAPITAL MANAGEMENT3 years Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1719690 | Investment Management | $50,536 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $18,019 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $14,328 |
SIDLEY AUSTIN LLP2 years Service code 29 · EIN 36-4474078 | Legal | $132 |
Employer contribution per participant 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 | $72,815 | $96,403-24.5% | $93,621-22.2% | $77,775-6.4% |
| Participation rate | 95.2% | 87.6%+7.5pp | 75.8%+19.3pp | 73.2%+22.0pp |
| Annual return | 20.93% | 39.36%-18.4pp | 32.76%-11.8pp | 32.58%-11.6pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $2,719-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,688 | $5,341+25.2% | $4,070+64.3% | $3,966+68.6% |
| Admin fee / account holder | $81 | $90-9.4% | $7,890-99.0% | $100-19.0% |