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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 | $110,033 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,531 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,710 | $155,795-82.9% | $136,298-80.4% | $69,631-61.6% |
| Participation rate | 61.7% | 75.2%-13.5pp | 81.9%-20.2pp | 70.7%-9.0pp |
| Annual return | 24.69% | 232464.33%-232439.6pp | 5156.27%-5131.6pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $2,663 | $2,991-11.0% | $4,696-43.3% | $2,032+31.0% |
| Participant deferral / active EE | $3,984 | $5,394-26.1% | $6,247-36.2% | $3,224+23.6% |
| Admin fee / account holder | $48 | $128-62.6% | $9,244-99.5% | $110-56.6% |