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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $854 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $577 |
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 | $41,632 | $73,102-43.1% | $123,549-66.3% | $56,287-26.0% |
| Participation rate | 88.7% | 74.3%+14.3pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | -4.57% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,297 | $2,977-22.8% | $4,628-50.4% | $2,111+8.8% |
| Participant deferral / active EE | $5,144 | $5,423-5.1% | $6,426-19.9% | $3,350+53.6% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.3% |