Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,547 |
T. E. LOTT AND COMPANY2+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 16 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Consulting | $16,099 |
VALMARK ADVISERS INC2+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $14,959 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,992 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,386 | $63,905-49.3% | $74,184-56.3% | $57,658-43.8% |
| Participation rate | 78.6% | 79.8%-1.1pp | 76.6%+2.0pp | 70.2%+8.4pp |
| Annual return | 7.14% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $55 | $1,840-97.0% | $2,370-97.7% | $1,974-97.2% |
| Participant deferral / active EE | $2,013 | $3,448-41.6% | $3,550-43.3% | $3,061-34.2% |
| Admin fee / account holder | $88 | $91-3.4% | $5,586-98.4% | $95-6.9% |