Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $557,594 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $479,870 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 500 W. MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $64,540 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,145 |
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 | $47,866 | $49,270-2.8% | $156,551-69.4% | $329,111-85.5% |
| Participation rate | 75.1% | 68.1%+7.0pp | 84.0%-8.9pp | 67.9%+7.3pp |
| Annual return | 14.22% | 23.25%-9.0pp | 32.23%-18.0pp | 16.35%-2.1pp |
| Employer contribution / active EE | $2,060 | $1,534+34.2% | $5,501-62.6% | $2,303-10.6% |
| Participant deferral / active EE | $3,144 | $2,920+7.7% | $4,871-35.5% | $3,682-14.6% |
| Admin fee / account holder | $88 | $51+74.9% | $13,028-99.3% | $754-88.3% |