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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $7,888 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $6,584 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,356 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $1,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,665 | $78,422-39.2% | $95,952-50.3% | $79,858-40.3% |
| Participation rate | 0.0% | 73.5%-73.5pp | 77.1%-77.1pp | 69.6%-69.6pp |
| Annual return | 10.65% | 19.37%-8.7pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $2,230 | $1,945+14.7% | $2,541-12.2% | $2,471-9.7% |
| Participant deferral / active EE | $3,830 | $3,440+11.4% | $4,167-8.1% | $3,740+2.4% |
| Admin fee / account holder | $99 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |