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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DAVIDSON HOLLAND, WHITESELL & CO. Service code 10 · EIN 56-1706742 209 13TH AVE PL, NW STE 200 · HICKORY, NC 28601 | Accounting | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $42 |
Participant 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 | $15,408 | $36,916-58.3% | $156,551-90.2% | $57,658-73.3% |
| Participation rate | 74.2% | 63.4%+10.8pp | 84.0%-9.8pp | 70.2%+4.0pp |
| Annual return | 1.74% | 12.38%-10.6pp | 32.23%-30.5pp | 5.13%-3.4pp |
| Employer contribution / active EE | $1,312 | $1,571-16.4% | $5,501-76.1% | $1,974-33.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $33 | $82-60.3% | $13,028-99.7% | $95-65.3% |