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 | $916,378 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $218,750 |
Filed as: FRONTIER CAPITAL MANAGEMENT CO. LLC Service code 27 · EIN 04-3492668 | Advisory (Plan) | $172,086 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $163,514 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $144,500 |
WINSLOW CAPITAL MANAGEMENT2 years Filed as: WINSLOW CAPITAL MANAGEMENT LLC Service code 28 · EIN 41-1719690 | Investment Management | $22,594 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 | Legal | $22,240 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $14,906 |
Service code 16 3071 PEARL RD · MEDINA, OH 44256 | Consulting | $900 |
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 | $60,774 | $134,045-54.7% | $80,022-24.1% | $75,289-19.3% |
| Participation rate | 93.6% | 85.8%+7.8pp | 75.8%+17.7pp | 72.4%+21.2pp |
| Annual return | -4.97% | -0.56%-4.4pp | 11.22%-16.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $451 | $3,492-87.1% | $2,468-81.7% | $2,405-81.3% |
| Participant deferral / active EE | $6,135 | $4,976+23.3% | $3,686+66.5% | $3,739+64.1% |
| Admin fee / account holder | $141 | $124+14.1% | $6,521-97.8% | $102+38.1% |