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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,309 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $22,912 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,384 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,922 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ANMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,842 | $60,607-4.6% | $189,575-69.5% | $86,821-33.4% |
| Participation rate | 96.4% | 68.9%+27.5pp | 78.4%+17.9pp | 72.3%+24.1pp |
| Annual return | 9.39% | 65.18%-55.8pp | 64.19%-54.8pp | 97.94%-88.5pp |
| Employer contribution / active EE | $4,869 | $1,626+199.5% | $4,412+10.4% | $2,406+102.4% |
| Participant deferral / active EE | $2,484 | $3,895-36.2% | $6,174-59.8% | $4,132-39.9% |
| Admin fee / account holder | $95 | $159-40.2% | $9,806-99.0% | $170-44.0% |