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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,788 | $75,183-68.4% | $123,894-80.8% | $55,167-56.9% |
| Participation rate | 25.6% | 72.8%-47.3pp | 81.4%-55.8pp | 69.0%-43.4pp |
| Annual return | 8.83% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,405 | $5,084-52.7% | $5,984-59.8% | $3,054-21.3% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.8% |