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 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $286,823 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $59,042 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $10,250 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,551 |
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 | $147,686 | $123,286+19.8% | $75,501+95.6% | $77,958+89.4% |
| Participation rate | 99.9% | 78.8%+21.1pp | 72.4%+27.5pp | 71.6%+28.2pp |
| Annual return | 19.98% | 20.45%-0.5pp | 27.35%-7.4pp | 20.87%-0.9pp |
| Employer contribution / active EE | $5,065 | $2,035+148.9% | $2,352+115.4% | $2,310+119.2% |
| Participant deferral / active EE | $7,539 | $3,095+143.6% | $3,142+139.9% | $3,537+113.2% |
| Admin fee / account holder | $72 | $144-49.8% | $5,801-98.8% | $97-25.7% |