Filed September 1, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,329 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,400 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,664 |
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 | $24,250 | $33,232-27.0% | $71,796-66.2% | $63,975-62.1% |
| Participation rate | 37.0% | 60.1%-23.1pp | 69.1%-32.1pp | 71.1%-34.1pp |
| Annual return | 10.12% | 11.99%-1.9pp | 78.04%-67.9pp | 48.65%-38.5pp |
| Employer contribution / active EE | $364 | $723-49.6% | $1,924-81.1% | $2,182-83.3% |
| Participant deferral / active EE | $661 | $1,604-58.8% | $2,794-76.4% | $3,356-80.3% |
| Admin fee / account holder | $55 | $63-13.4% | $4,815-98.9% | $70-22.0% |