Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES Service code 27 2001 SIXTH AVE STE 2801 · SEATTLE, WA 98121 | Advisory (Plan) | $5,000 |
OSCAR ANDRINO-BARBIER1 year Service code 99 DBA GLOBAL BUSINESS TRANSLATE · VANCOUVER, WA 98660 | Other Fees | $798 |
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $761 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,557 | $62,267-78.2% | $110,243-87.7% | $55,725-75.7% |
| Participation rate | 95.3% | 78.1%+17.1pp | 79.8%+15.4pp | 70.9%+24.4pp |
| Annual return | -7.83% | -1.07%-6.8pp | 314.76%-322.6pp | 244.93%-252.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $630 | $3,516-82.1% | $4,672-86.5% | $3,356-81.2% |
| Admin fee / account holder | $9 | $121-92.4% | $8,548-99.9% | $115-92.0% |