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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $30,084 | $61,616-51.2% | $105,754-71.6% | $55,167-45.5% |
| Participation rate | 97.2% | 72.9%+24.2pp | 78.9%+18.2pp | 69.0%+28.2pp |
| Annual return | 7.73% | 11.15%-3.4pp | 12.25%-4.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,596 | $3,043-47.5% | $4,079-60.9% | $1,963-18.7% |
| Participant deferral / active EE | $3,254 | $4,213-22.8% | $5,326-38.9% | $3,054+6.5% |
| Admin fee / account holder | $24 | $379-93.7% | $8,309-99.7% | $504-95.3% |