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| Provider | Service type | Compensation |
|---|---|---|
KLINE KEPPEL & KORYAK PC1 year Service code 13 | Contract Administrator | $13,667 |
KLINE KEPPEL & KORYAK PC1 year Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $1,875 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $1,451 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,025 |
Filed as: MERRILL LYNCH LIFE INSURANCE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $52,278 | $69,305-24.6% | $82,312-36.5% | $69,631-24.9% |
| Participation rate | 73.9% | 80.3%-6.3pp | 76.9%-3.0pp | 70.7%+3.2pp |
| Annual return | 20.03% | 21.47%-1.4pp | 25.88%-5.8pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,339 | $3,568-6.4% | $3,706-9.9% | $3,224+3.6% |
| Admin fee / account holder | $20 | $97-79.0% | $5,608-99.6% | $110-81.5% |