Filed October 25, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $376,826 |
GEORGE JOHNSON & COMPANY4+ years Service code 10 · EIN 38-2029668 | Accounting | $17,600 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $7,600 |
CLARK HILL PLC1 year Service code 29 · EIN 38-0425840 | Legal | $5,816 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Other inve... | $1,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,945 | $46,969-4.3% | $154,110-70.8% | $73,367-38.7% |
| Participation rate | 66.0% | 72.4%-6.4pp | 83.0%-17.0pp | 69.5%-3.5pp |
| Annual return | -4.19% | 821.68%-825.9pp | 735.22%-739.4pp | 173.45%-177.6pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $3,355 | $3,162+6.1% | $5,081-34.0% | $4,033-16.8% |
| Admin fee / account holder | $23 | $47-50.6% | $13,412-99.8% | $68-66.3% |