Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,253 | $43,233+50.9% | $185,117-64.8% | $77,958-16.3% |
| Participation rate | 55.9% | 64.2%-8.3pp | 77.3%-21.3pp | 71.6%-15.7pp |
| Annual return | 16.90% | 20.43%-3.5pp | 40.50%-23.6pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,920 | $1,312+46.4% | $4,182-54.1% | $2,310-16.9% |
| Participant deferral / active EE | $2,729 | $2,912-6.3% | $5,045-45.9% | $3,537-22.8% |
| Admin fee / account holder | $2 | $95-97.8% | $8,159-100.0% | $97-97.9% |