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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,399 | $88,515-57.7% | $162,177-76.9% | $67,579-44.7% |
| Participation rate | 95.9% | 86.8%+9.1pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 25.73% | 27.04%-1.3pp | 115.60%-89.9pp | 378.56%-352.8pp |
| Employer contribution / active EE | $2,619 | $3,563-26.5% | $5,613-53.3% | $2,148+22.0% |
| Participant deferral / active EE | $6,243 | $5,724+9.1% | $7,297-14.4% | $3,539+76.4% |
| Admin fee / account holder | $14 | $124-89.1% | $10,843-99.9% | $142-90.5% |