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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,062 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $4,045 |
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 | $26,469 | $37,044-28.5% | $71,796-63.1% | $57,658-54.1% |
| Participation rate | 57.5% | 61.1%-3.6pp | 69.1%-11.6pp | 70.2%-12.7pp |
| Annual return | 9.24% | 12.64%-3.4pp | 78.04%-68.8pp | 5.13%+4.1pp |
| Employer contribution / active EE | $84 | $720-88.4% | $1,924-95.7% | $1,974-95.8% |
| Participant deferral / active EE | $1,861 | $1,974-5.7% | $2,794-33.4% | $3,061-39.2% |
| Admin fee / account holder | $12 | $101-87.9% | $4,815-99.7% | $95-87.1% |