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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $206,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,788 | $55,125+35.7% | $109,895-31.9% | $86,813-13.9% |
| Participation rate | 57.6% | 70.1%-12.5pp | 74.2%-16.6pp | 72.3%-14.7pp |
| Annual return | 10.60% | 26.20%-15.6pp | 29.46%-18.9pp | 97.93%-87.3pp |
| Employer contribution / active EE | $1,297 | $1,558-16.7% | $2,843-54.4% | $2,406-46.1% |
| Participant deferral / active EE | $2,638 | $3,337-20.9% | $4,049-34.8% | $4,131-36.1% |
| Admin fee / account holder | $353 | $141+150.1% | $6,067-94.2% | $170+108.0% |