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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,020 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,206 | $65,378-69.1% | $87,103-76.8% | $65,186-69.0% |
| Participation rate | 71.5% | 75.3%-3.8pp | 76.9%-5.3pp | 70.2%+1.3pp |
| Annual return | 18.43% | 31.28%-12.8pp | 28.19%-9.8pp | 29.39%-11.0pp |
| Employer contribution / active EE | $850 | $1,823-53.3% | $2,521-66.3% | $2,177-60.9% |
| Participant deferral / active EE | $3,276 | $3,389-3.3% | $4,049-19.1% | $3,514-6.8% |
| Admin fee / account holder | $55 | $520-89.5% | $7,491-99.3% | $847-93.5% |