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 | $34,574 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $62 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,990 | $56,443-30.9% | $83,831-53.5% | $55,725-30.0% |
| Participation rate | 64.6% | 72.0%-7.5pp | 76.1%-11.6pp | 70.9%-6.3pp |
| Annual return | -7.11% | 393.67%-400.8pp | 850.99%-858.1pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,306 | $2,682-51.3% | $3,631-64.0% | $2,078-37.2% |
| Participant deferral / active EE | $3,788 | $2,965+27.7% | $4,082-7.2% | $3,356+12.9% |
| Admin fee / account holder | $141 | $156-10.0% | $5,479-97.4% | $115+22.0% |