Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $44,566 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,815 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $9,400 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,772 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $133,317 | $54,890+142.9% | $63,244+110.8% | $59,188+125.2% |
| Participation rate | 97.3% | 75.6%+21.8pp | 71.0%+26.3pp | 69.4%+27.9pp |
| Annual return | 1.39% | 4.56%-3.2pp | -70.31%+71.7pp | 5.51%-4.1pp |
| Employer contribution / active EE | $4,837 | $1,831+164.2% | $2,322+108.3% | $2,098+130.5% |
| Participant deferral / active EE | $7,154 | $2,803+155.3% | $2,953+142.2% | $3,265+119.1% |
| Admin fee / account holder | $17 | $66-74.5% | $5,893-99.7% | $92-81.7% |