Filed July 23, 2018
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,885 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $5,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,288 |
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 | $63,811 | $57,921+10.2% | $84,753-24.7% | $57,658+10.7% |
| Participation rate | 94.1% | 72.9%+21.2pp | 76.6%+17.5pp | 70.2%+23.9pp |
| Annual return | 10.68% | 10.24%+0.4pp | 22.78%-12.1pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,658 | $2,598-36.2% | $3,574-53.6% | $1,974-16.0% |
| Participant deferral / active EE | $7,018 | $2,742+155.9% | $3,712+89.1% | $3,061+129.3% |
| Admin fee / account holder | $0 | $130-99.7% | $5,333-100.0% | $95-99.6% |