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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Broker | $46,517 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,309 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,381 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,088 | $73,638-25.2% | $108,405-49.2% | $79,389-30.6% |
| Participation rate | 98.4% | 77.4%+21.0pp | 80.1%+18.3pp | 70.7%+27.7pp |
| Annual return | 24.36% | 33.27%-8.9pp | 905.55%-881.2pp | 116.89%-92.5pp |
| Employer contribution / active EE | $3,715 | $2,397+55.0% | $3,559+4.4% | $2,428+53.0% |
| Participant deferral / active EE | $7,409 | $6,218+19.1% | $6,563+12.9% | $4,046+83.1% |
| Admin fee / account holder | $239 | $638-62.5% | $7,297-96.7% | $626-61.8% |