Filed June 25, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,700 |
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.
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 | $8,306 | $41,256-79.9% | $86,582-90.4% | $77,958-89.3% |
| Participation rate | 23.6% | 63.0%-39.4pp | 73.5%-50.0pp | 71.6%-48.1pp |
| Annual return | 35.97% | 17.67%+18.3pp | 965.08%-929.1pp | 20.87%+15.1pp |
| Employer contribution / active EE | $88 | $1,613-94.5% | $2,839-96.9% | $2,310-96.2% |
| Participant deferral / active EE | $557 | $2,332-76.1% | $3,609-84.6% | $3,537-84.2% |
| Admin fee / account holder | $7 | $71-90.4% | $4,904-99.9% | $97-93.0% |