Filed April 3, 2019
Total covered: 137 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $416,654 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $329,522 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64,792 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $843 |
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 | $102,710 | $90,629+13.3% | $91,994+11.6% | $82,204+24.9% |
| Participation rate | 92.2% | 84.5%+7.7pp | 78.6%+13.6pp | 73.4%+18.8pp |
| Annual return | 22.83% | 31.50%-8.7pp | 69.04%-46.2pp | 26.31%-3.5pp |
| Employer contribution / active EE | $2,858 | $3,242-11.8% | $3,453-17.2% | $2,707+5.6% |
| Participant deferral / active EE | $6,006 | $5,951+0.9% | $5,924+1.4% | $4,246+41.5% |
| Admin fee / account holder | $102 | $81+25.9% | $7,744-98.7% | $76+34.9% |