Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $65,450 |
Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 3701 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
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 | $68,950 | $48,072+43.4% | $182,575-62.2% | $77,775-11.3% |
| Participation rate | 68.5% | 64.3%+4.2pp | 78.0%-9.5pp | 73.2%-4.7pp |
| Annual return | 25.56% | 31.26%-5.7pp | 148.60%-123.0pp | 32.58%-7.0pp |
| Employer contribution / active EE | $2,477 | $1,453+70.4% | $4,077-39.2% | $2,504-1.1% |
| Participant deferral / active EE | $3,748 | $3,209+16.8% | $5,526-32.2% | $3,966-5.5% |
| Admin fee / account holder | $16 | $131-88.0% | $8,595-99.8% | $100-84.2% |