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 | $34,741 |
IPS RIA, LLC1 year Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $25,236 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $15,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,717 |
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 | $76,986 | $60,545+27.2% | $92,236-16.5% | $69,631+10.6% |
| Participation rate | 97.5% | 72.2%+25.4pp | 76.5%+21.0pp | 70.7%+26.8pp |
| Annual return | 21.42% | 19.71%+1.7pp | 176.29%-154.9pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $2,271 | $2,633-13.8% | $3,679-38.3% | $2,032+11.8% |
| Participant deferral / active EE | $6,687 | $2,828+136.5% | $3,897+71.6% | $3,224+107.4% |
| Admin fee / account holder | $81 | $145-44.4% | $5,194-98.4% | $110-27.1% |