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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $450 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $344 |
Filed as: MERRILL LYNCH LIFE AGENCY INC 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 | $49,205 | $60,349-18.5% | $74,184-33.7% | $62,881-21.7% |
| Participation rate | 88.8% | 72.7%+16.0pp | 76.6%+12.1pp | 69.3%+19.5pp |
| Annual return | 9.37% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $981 | $1,680-41.6% | $2,370-58.6% | $2,281-57.0% |
| Participant deferral / active EE | $3,869 | $2,856+35.4% | $3,550+9.0% | $3,203+20.8% |
| Admin fee / account holder | $9 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |