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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,279 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $1,182 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $293 |
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 | $18,605 | $54,237-65.7% | $90,304-79.4% | $67,579-72.5% |
| Participation rate | 92.0% | 68.6%+23.4pp | 73.3%+18.7pp | 71.3%+20.7pp |
| Annual return | 49.64% | 37.27%+12.4pp | 78.13%-28.5pp | 378.56%-328.9pp |
| Employer contribution / active EE | $613 | $1,846-66.8% | $2,855-78.5% | $2,148-71.5% |
| Participant deferral / active EE | $3,063 | $2,625+16.7% | $3,885-21.2% | $3,539-13.5% |
| Admin fee / account holder | $44 | $123-64.0% | $5,354-99.2% | $142-68.8% |