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 | $331,108 |
EPIC RETIREMENT PLAN SERVICES3+ 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) | $179,578 |
DCS RETIREMENT GROUP, INC.3+ years Service code 13 | Contract Administrator | $63,810 |
DCS RETIREMENT GROUP, INC.3+ years Filed as: DCS RETIREMENT GROUP Service code 13 · EIN 45-0645799 5775 GLENRIDGE DRIVE, BUILDING D · SANDY SPRINGS, GA 30328 | Contract Administrator | $55,401 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,031 |
LPL FINANCIAL3+ years Filed as: LPL FINACIAL, LLC Service code 55 | Other Commissions | $12,903 |
SECURITIES AMERICA INC2 years Filed as: BB & T SECURITIES, LLC Service code 55 | Other Commissions | $11,142 |
GF INVESTMENT SERVICES LLC3+ years Service code 27 · EIN 20-1419758 2080 RINGLING BLVD. · SARASOTA, FL 34237 | Advisory (Plan) | $8,140 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 WESWT WHITING STREET, SUITE 400 · TAMPA, FL 33602 | Advisory (Plan) | $8,059 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 55 · EIN 95-2834236 P.O. BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $3,530 |
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 | $30,810 | $41,256-25.3% | $86,581-64.4% | $77,958-60.5% |
| Participation rate | 57.2% | 63.0%-5.7pp | 73.5%-16.3pp | 71.6%-14.4pp |
| Annual return | 14.15% | 17.67%-3.5pp | 965.06%-950.9pp | 20.87%-6.7pp |
| Employer contribution / active EE | $695 | $1,613-56.9% | $2,840-75.5% | $2,310-69.9% |
| Participant deferral / active EE | $1,602 | $2,332-31.3% | $3,609-55.6% | $3,537-54.7% |
| Admin fee / account holder | $193 | $71+172.7% | $4,904-96.1% | $97+98.2% |