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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,411 |
Filed as: DAVIDSON HOLLAND, WHITESELL & CO., Service code 10 209 13TH AVE PL NW STE 200 · HICKORY, NC 28601 | Accounting | $12,500 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $168 |
Participant contribution per participant 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 | $14,810 | $62,928-76.5% | $172,752-91.4% | $67,579-78.1% |
| Participation rate | 78.6% | 64.5%+14.1pp | 82.6%-4.1pp | 71.3%+7.3pp |
| Annual return | 17.03% | 30.36%-13.3pp | 802.97%-785.9pp | 378.56%-361.5pp |
| Employer contribution / active EE | $1,497 | $1,636-8.5% | $5,144-70.9% | $2,148-30.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $104 | $167-37.4% | $13,955-99.3% | $142-26.7% |