Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $189,103 |
Filed as: GREAT WEST LIFE AND ANNUITY COMPANY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,407 |
KATZ, SAPPER & MILLER4 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 DEPARTMENT 235 PO BOX 7096 · INDIANAPOLIS, IA 46206 | Accounting | $17,000 |
PRIORITY PRESS INC4 years Service code 49 4026 W 10TH ST · INDIANAPOLIS, IN 46222 | Other Services | $16,199 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W. MADISON ST SUITE #1700 · CHICAGO, IL 60661 | Advisory (Plan) | $11,471 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,736 |
Filed as: DOUGLAS SUPPORT SERVICES, INC Service code 16 7389 EDGEWATER DRIVE · INDIANAPOLIS, IN 46240 | Consulting | $1,630 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $330 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,093 | $217,430-67.8% | $185,854-62.3% | $167,560-58.2% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 11.67% | 148.44%-136.8pp | 122.12%-110.4pp | 478.94%-467.3pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $101 | $19,821-99.5% | $16,246-99.4% | $12,317-99.2% |