Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,140 |
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 | $36,245 | $35,366+2.5% | $90,657-60.0% | $75,289-51.9% |
| Participation rate | 86.8% | 57.3%+29.5pp | 74.0%+12.8pp | 72.4%+14.4pp |
| Annual return | 21.06% | -2.19%+23.2pp | 1.89%+19.2pp | -0.04%+21.1pp |
| Employer contribution / active EE | $1,467 | $916+60.1% | $2,532-42.1% | $2,405-39.0% |
| Participant deferral / active EE | $4,299 | $1,998+115.1% | $3,424+25.6% | $3,739+15.0% |
| Admin fee / account holder | $52 | $59-12.7% | $4,994-99.0% | $102-49.7% |