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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,640 |
PAYA INC1 year Service code 99 12120 SUNSET HILLS RD · RESTON, VA 20190 | Other Fees | $15,476 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,474 | $111,608-64.6% | $177,848-77.8% | $73,412-46.2% |
| Participation rate | 95.1% | 87.9%+7.2pp | 87.7%+7.4pp | 72.2%+22.9pp |
| Annual return | 17.66% | 18.23%-0.6pp | 48.33%-30.7pp | 59.30%-41.6pp |
| Employer contribution / active EE | $2,620 | $3,796-31.0% | $5,919-55.7% | $2,234+17.3% |
| Participant deferral / active EE | $6,786 | $6,199+9.5% | $7,714-12.0% | $3,806+78.3% |
| Admin fee / account holder | $106 | $166-36.0% | $12,431-99.1% | $158-32.9% |