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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 | $89,670+48.8% | $96,754+37.9% | $89,670+48.8% |
| Participation rate | 82.9% | 71.2%+11.8pp | 70.3%+12.7pp | 71.2%+11.8pp |
| Annual return | 7.47% | 19.66%-12.2pp | 82.04%-74.6pp | 19.66%-12.2pp |
| Employer contribution / active EE | $7,311 | $4,041+80.9% | $2,679+172.9% | $4,041+80.9% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,758-100.0% | $3,962-100.0% |
| Admin fee / account holder | $203 | $352-42.4% | $8,905-97.7% | $352-42.4% |