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| Provider | Service type | Compensation |
|---|---|---|
ROSS LANE & COMPANY, LLC1+ years Filed as: ROSS LANE & COMPANY LLC Service code 10 7000 PEACHTREE DUNWOODY RD BLDG 1 · ATLANTA, GA 30328 | Accounting | $9,616 |
Service code 15 | Recordkeeping | $7,983 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,571 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,552 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,928 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $224 |
GUIDED CHOICE1+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $15 |
ADP BROKER-DEALER1+ years Service code 49 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,209 | $50,637-54.2% | $86,582-73.2% | $62,293-62.7% |
| Participation rate | 91.3% | 67.9%+23.4pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 19.54% | 20.80%-1.3pp | 965.08%-945.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $738 | $2,075-64.4% | $2,839-74.0% | $2,042-63.8% |
| Participant deferral / active EE | $3,709 | $2,611+42.1% | $3,609+2.8% | $3,169+17.0% |
| Admin fee / account holder | $61 | $413-85.2% | $4,904-98.7% | $479-87.2% |