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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,748 | $57,108-68.9% | $94,229-81.2% | $52,331-66.1% |
| Participation rate | 77.8% | 72.9%+4.8pp | 78.8%-1.0pp | 68.1%+9.7pp |
| Annual return | 0.55% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,042 | $1,735-39.9% | $3,587-70.9% | $1,882-44.6% |
| Participant deferral / active EE | $1,966 | $3,040-35.3% | $4,320-54.5% | $3,022-35.0% |
| Admin fee / account holder | $149 | $546-72.7% | $6,269-97.6% | $592-74.8% |