Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP, LLC. Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,599 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $3,887 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $3,751 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP, LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $2,827 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,469 |
Filed as: LARSON FINANCIAL GROUP, LLC. Service code 26 · EIN 20-4773945 | Advisory (Participants) | $1,157 |
SIGNATURE ESTATE & INVESTMENT3+ years Service code 26 · EIN 95-4806910 | Advisory (Participants) | $995 |
Filed as: VESTIA ADVISORS, LLC. Service code 26 · EIN 82-1828832 | Advisory (Participants) | $188 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & C0., INC. Service code 33 | Securities brokerage | $0 |
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,028 | $66,513+77.5% | $178,510-33.9% | $106,273+11.1% |
| Participation rate | 14.0% | 73.8%-59.8pp | 81.9%-67.9pp | 70.8%-56.8pp |
| Annual return | 16.19% | 21.81%-5.6pp | 151.13%-134.9pp | 21.70%-5.5pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $1,531 | $3,679-58.4% | $5,202-70.6% | $4,601-66.7% |
| Admin fee / account holder | $17 | $53-68.6% | $13,988-99.9% | $78-78.5% |