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| Provider | Service type | Compensation |
|---|---|---|
KLINE KEPPEL & KORYAK PC2 years Service code 13 | Contract Administrator | $10,000 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,555 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,919 |
KLINE KEPPEL & KORYAK PC2 years Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $1,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Filed as: MERRILL LYNCH LIFE INSURANCE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $53,356 | $89,769-40.6% | $76,767-30.5% | - |
| Participation rate | 69.9% | 75.1%-5.2pp | 77.0%-7.1pp | - |
| Annual return | -4.50% | -5.73%+1.2pp | 2.43%-6.9pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $3,506 | $3,196+9.7% | $3,852-9.0% | - |
| Admin fee / account holder | $9 | $4,068-99.8% | $6,675-99.9% | - |