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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,888 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $3,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,803 | $33,745-26.5% | $64,105-61.3% | $55,191-55.1% |
| Participation rate | 57.6% | 59.4%-1.8pp | 68.2%-10.6pp | 69.2%-11.6pp |
| Annual return | -0.42% | 4.95%-5.4pp | 791.24%-791.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $69 | $641-89.3% | $1,820-96.2% | $1,899-96.4% |
| Participant deferral / active EE | $1,724 | $1,929-10.6% | $2,822-38.9% | $3,046-43.4% |
| Admin fee / account holder | $12 | $94-87.3% | $4,499-99.7% | $91-86.8% |