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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $20,116 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,344 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,407 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,971 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55 | Other Commissions | $2,971 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $8,790 | $85,635-89.7% | $123,894-92.9% | $63,975-86.3% |
| Participation rate | 2.1% | 74.9%-72.8pp | 81.4%-79.3pp | 71.1%-69.0pp |
| Annual return | 24.64% | 15.74%+8.9pp | 47.52%-22.9pp | 48.65%-24.0pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,617 | $5,667-71.5% | $5,984-73.0% | $3,356-51.8% |
| Admin fee / account holder | $3 | $75-95.9% | $8,357-100.0% | $70-95.6% |