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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $311,162 |
SHEET METAL CONTROL BOARD7 years Filed as: SHEET METAL WORKERS LOC #19 PENSION Service code 50 · EIN 23-1494364 | Direct Payment | $234,455 |
Filed as: INVESTMENT PERFORMANCE SERVICES, Service code 27 · EIN 58-2432392 | Advisory (Plan) | $82,500 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,100 |
SPEAR WILDERMAN10+ years Service code 29 · EIN 23-2749511 | Legal | $18,179 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $16,890 |
THE BANK OF NEW YORK MELLON2 years Filed as: TD BANK, NA Service code 15 · EIN 01-0137770 | Recordkeeping | $7,186 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,386 | $59,016+126.0% | $88,179+51.3% | $100,573+32.6% |
| Participation rate | 82.9% | 28.1%+54.8pp | 69.1%+13.8pp | 70.9%+12.0pp |
| Annual return | 7.47% | 14.54%-7.1pp | 64.97%-57.5pp | 18.89%-11.4pp |
| Employer contribution / active EE | $7,311 | $1,685+333.9% | $2,549+186.8% | $3,763+94.3% |
| Participant deferral / active EE | $0 | $1,701-100.0% | $4,614-100.0% | $4,921-100.0% |
| Admin fee / account holder | $203 | $3,465-94.1% | $7,673-97.4% | $454-55.3% |