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 | $35,670 |
VALMARK ADVISERS INC3+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $20,415 |
T. E. LOTT AND COMPANY3+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 16 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Consulting | $18,051 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,171 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,015 | $69,305-52.4% | $82,312-59.9% | $69,631-52.6% |
| Participation rate | 81.3% | 80.3%+1.1pp | 76.9%+4.4pp | 70.7%+10.6pp |
| Annual return | 11.82% | 21.47%-9.7pp | 25.88%-14.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $60 | $1,887-96.8% | $2,428-97.5% | $2,032-97.1% |
| Participant deferral / active EE | $1,853 | $3,568-48.1% | $3,706-50.0% | $3,224-42.5% |
| Admin fee / account holder | $94 | $97-3.6% | $5,608-98.3% | $110-15.2% |