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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,891 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $592 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,482 | $61,214+18.4% | $83,327-13.0% | $56,289+28.8% |
| Participation rate | 92.5% | 72.6%+19.9pp | 77.8%+14.7pp | 69.9%+22.6pp |
| Annual return | -6.96% | 0.42%-7.4pp | 10.64%-17.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $6,247 | $1,925+224.5% | $3,379+84.9% | $2,111+195.9% |
| Participant deferral / active EE | $9,021 | $5,091+77.2% | $5,565+62.1% | $3,350+169.3% |
| Admin fee / account holder | $43 | $512-91.5% | $7,540-99.4% | $521-91.7% |