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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,991 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,511 | $70,430+11.5% | $96,572-18.7% | $85,851-8.5% |
| Participation rate | 26.5% | 61.8%-35.3pp | 69.8%-43.3pp | 69.3%-42.8pp |
| Annual return | 13.45% | 18.58%-5.1pp | 37.79%-24.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,570 | $2,894-45.8% | $3,850-59.2% | $3,952-60.3% |
| Admin fee / account holder | $216 | $4,996-95.7% | $6,183-96.5% | $6,261-96.6% |