Filed July 12, 2006 (most recent of 2 filings on file)
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
THE ALLOCATION COMPANY2+ years Filed as: THE ALLOCATION COMPANY INC Service code 13 · EIN 76-0354750 P.O. BOX 940010 · HOUSTON, TX 77094 | Contract Administrator | $0 |
THE ALLOCATION COMPANY2+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 P.O. BOX 940010 · HOUSTON, TX 77094 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 · EIN 54-0910269 401 S TRYON ST 11TH SL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 · EIN 54-0910269 401 S TRYON ST 11TH SL D1050-111 · CHARLOTTE, NC 28081 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,344 | $71,802-31.3% | $133,975-63.2% | $57,658-14.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 5.00% | 13.51%-8.5pp | 29.29%-24.3pp | 5.13%-0.1pp |
| Employer contribution / active EE | $747 | $3,161-76.4% | $5,211-85.7% | $1,974-62.1% |
| Participant deferral / active EE | $1,953 | $4,606-57.6% | $6,282-68.9% | $3,061-36.2% |
| Admin fee / account holder | $123 | $88+40.4% | $9,324-98.7% | $95+30.2% |