| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 370 17TH STREET · DENVER, CO 802025656 | Investment Management | $418,168 |
HILLTOP NATIONAL BANK4+ years Service code 15 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $45,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,025 | $64,457+53.6% | $111,392-11.1% | $55,727+77.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.9%+21.1pp | 70.9%+29.1pp |
| Annual return | -4.35% | -19.97%+15.6pp | -2.06%-2.3pp | 244.94%-249.3pp |
| Employer contribution / active EE | $7,112 | $3,956+79.8% | $4,328+64.3% | $2,078+242.2% |
| Participant deferral / active EE | $0 | $5,219-100.0% | $5,567-100.0% | $3,356-100.0% |
| Admin fee / account holder | $348 | $112+211.0% | $12,266-97.2% | $115+202.4% |