Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155,188 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $429,095 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 500 W. MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $68,544 |
WESTCOMM1 year Service code 49 308 SOUTH NEW JERSEY ST · INDIANAPOLIS, IN 46204 | Other Services | $24,179 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,995 |
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 | $57,436 | $53,684+7.0% | $170,435-66.3% | $80,976-29.1% |
| Participation rate | 74.5% | 69.2%+5.3pp | 83.6%-9.1pp | 68.3%+6.2pp |
| Annual return | 18.19% | 25.97%-7.8pp | 205.94%-187.7pp | 22.91%-4.7pp |
| Employer contribution / active EE | $2,263 | $1,642+37.8% | $5,432-58.3% | $2,402-5.8% |
| Participant deferral / active EE | $3,432 | $3,017+13.8% | $4,939-30.5% | $3,848-10.8% |
| Admin fee / account holder | $131 | $46+181.7% | $13,881-99.1% | $67+93.6% |