Filed February 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $231,423 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 · EIN 45-1600395 7780 CAMBRIDGE MANOR PLACE SUITE B · FORT MEYERS, FL 33907 | Advisory (Plan) | $162,240 |
DCS RETIREMENT GROUP, INC.1+ years Service code 13 | Contract Administrator | $61,610 |
DCS RETIREMENT GROUP, INC.1+ years Filed as: DCS RETIREMENT GROUP Service code 13 · EIN 45-0645799 805 LAMBERT RD., NE SUITE A · ATLANTA, GA 30324 | Contract Administrator | $50,121 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,739 |
LPL FINANCIAL1+ years Filed as: LPL FINACIAL, LLC Service code 55 | Other Commissions | $10,091 |
GF INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 20-1419758 2080 RINGLING BLVD · SARASOTA, FL 34237 | Advisory (Plan) | $6,459 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP TRUST ADVISORS, LLC. Service code 27 · EIN 45-0479693 102 WEST WHITING STREET STE 400 · TAMPA, FL 33602 | Advisory (Plan) | $5,714 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $2,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,448 | $34,220-13.9% | $73,835-60.1% | $59,188-50.2% |
| Participation rate | 61.0% | 59.1%+1.8pp | 73.4%-12.5pp | 69.4%-8.5pp |
| Annual return | 16.47% | 3.36%+13.1pp | 2268.13%-2251.7pp | 5.51%+11.0pp |
| Employer contribution / active EE | $676 | $1,480-54.3% | $2,788-75.8% | $2,098-67.8% |
| Participant deferral / active EE | $1,763 | $2,035-13.3% | $3,583-50.8% | $3,265-46.0% |
| Admin fee / account holder | $163 | $64+154.2% | $4,880-96.7% | $92+76.6% |