Filed April 3, 2019
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $662,884 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $118,513 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $91,961 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,818 | $102,389+17.0% | $100,540+19.2% | $90,274+32.7% |
| Participation rate | 94.6% | 84.0%+10.6pp | 79.4%+15.2pp | 73.4%+21.2pp |
| Annual return | 14.18% | 22.50%-8.3pp | 30.90%-16.7pp | 53.97%-39.8pp |
| Employer contribution / active EE | $3,326 | $3,056+8.8% | $3,419-2.7% | $2,523+31.8% |
| Participant deferral / active EE | $7,263 | $7,514-3.3% | $6,272+15.8% | $4,231+71.7% |
| Admin fee / account holder | $139 | $83+67.0% | $8,082-98.3% | $114+21.9% |