Filed February 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $175 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $50,464-39.9% | $75,781-60.0% | $52,331-42.1% |
| Participation rate | 67.0% | 66.8%+0.2pp | 75.8%-8.8pp | 68.1%-1.1pp |
| Annual return | 4.73% | 1.03%+3.7pp | 9.68%-5.0pp | 4.54%+0.2pp |
| Employer contribution / active EE | $367 | $1,988-81.5% | $3,323-88.9% | $1,882-80.5% |
| Participant deferral / active EE | $2,656 | $2,570+3.3% | $3,651-27.3% | $3,022-12.1% |
| Admin fee / account holder | $2 | $1,103-99.8% | $5,299-100.0% | $592-99.6% |