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| Provider | Service type | Compensation |
|---|---|---|
KLINE KEPPEL & KORYAK PC3 years Service code 13 | Contract Administrator | $10,000 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $3,004 |
KLINE KEPPEL & KORYAK PC3 years Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $2,375 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,013 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,198 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,344 | $73,404-19.2% | $87,100-31.9% | $67,579-12.2% |
| Participation rate | 62.8% | 80.9%-18.1pp | 76.9%-14.1pp | 71.3%-8.5pp |
| Annual return | 15.37% | 48.29%-32.9pp | 28.19%-12.8pp | 378.56%-363.2pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,674 | $3,913-6.1% | $4,049-9.3% | $3,539+3.8% |
| Admin fee / account holder | $14 | $142-90.5% | $7,497-99.8% | $142-90.5% |