Filed December 6, 2018 (most recent of 5 filings on file)
Total covered: 65 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $201,667 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $59,094 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $9,700 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $4,141 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
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 | $132,299 | $58,758+125.2% | $69,779+89.6% | $63,975+106.8% |
| Participation rate | 99.7% | 77.5%+22.3pp | 71.8%+27.9pp | 71.1%+28.6pp |
| Annual return | 7.97% | 18.05%-10.1pp | 12.99%-5.0pp | 48.65%-40.7pp |
| Employer contribution / active EE | $5,018 | $1,973+154.4% | $2,338+114.6% | $2,182+130.0% |
| Participant deferral / active EE | $7,135 | $2,912+145.0% | $2,931+143.4% | $3,356+112.6% |
| Admin fee / account holder | $59 | $71-16.2% | $4,381-98.6% | $70-15.6% |