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| Provider | Service type | Compensation |
|---|---|---|
ROSS LANE & COMPANY, LLC2+ years Filed as: ROSS LANE & COMPANY LLC Service code 10 7000 PEACHTREE DUNWOODY RD BLDG 1 · ATLANTA, GA 30328 | Accounting | $10,384 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,791 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,588 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $341 |
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 | $19,829 | $44,873-55.8% | $79,466-75.0% | $56,287-64.8% |
| Participation rate | 88.9% | 68.7%+20.2pp | 73.3%+15.6pp | 69.9%+19.1pp |
| Annual return | -7.46% | 0.81%-8.3pp | 718.28%-725.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $719 | $2,140-66.4% | $2,800-74.3% | $2,111-65.9% |
| Participant deferral / active EE | $3,594 | $2,746+30.9% | $3,704-3.0% | $3,350+7.3% |
| Admin fee / account holder | $57 | $418-86.4% | $5,104-98.9% | $521-89.1% |