Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $522,251 |
NEPC, LLC7+ years Filed as: NEPC LLC Service code 16 · EIN 04-2927339 | Consulting | $75,000 |
GEORGE JOHNSON & COMPANY7+ years Service code 10 · EIN 38-2029668 | Accounting | $19,100 |
CLARK HILL PLC5 years Service code 29 · EIN 38-0425840 | Legal | $15,978 |
RENKIM CORPORATION5 years Service code 29 13333 ALLEN RD · SOUTHGATE, MI 48195 | Legal | $12,493 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $9,450 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $3,670 |
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 | $81,321 | $68,062+19.5% | $185,854-56.2% | $106,520-23.7% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.7%+17.1pp | 71.3%+27.5pp |
| Annual return | 12.24% | 18.20%-6.0pp | 122.12%-109.9pp | 19.28%-7.0pp |
| Employer contribution / active EE | $3,606 | $1,997+80.5% | $5,169-30.2% | $2,840+26.9% |
| Participant deferral / active EE | $1,709 | $3,990-57.2% | $5,569-69.3% | $4,948-65.5% |
| Admin fee / account holder | $28 | $53-46.7% | $16,246-99.8% | $75-62.3% |