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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,992 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $12,420 |
Service code 27 4800 DEER LAKE DR. E, FL. 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $9,099 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,571 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $874 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · 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 | $14,304 | $44,473-67.8% | $76,518-81.3% | $55,725-74.3% |
| Participation rate | 88.4% | 51.0%+37.5pp | 68.0%+20.4pp | 70.9%+17.6pp |
| Annual return | -4.01% | -2.01%-2.0pp | -0.27%-3.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $952 | $1,101-13.5% | $2,647-64.0% | $2,078-54.2% |
| Participant deferral / active EE | $1,375 | $1,988-30.8% | $3,836-64.1% | $3,356-59.0% |
| Admin fee / account holder | $90 | $134-32.6% | $4,849-98.1% | $115-21.6% |