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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,073 | $52,626-82.8% | $98,506-90.8% | $93,010-90.2% |
| Participation rate | 65.9% | 65.3%+0.5pp | 73.3%-7.5pp | 73.9%-8.0pp |
| Annual return | 17.14% | 16.95%+0.2pp | 1494.92%-1477.8pp | 158.70%-141.6pp |
| Employer contribution / active EE | $377 | $1,894-80.1% | $2,961-87.3% | $2,705-86.1% |
| Participant deferral / active EE | $2,043 | $2,907-29.7% | $4,277-52.2% | $4,561-55.2% |
| Admin fee / account holder | $73 | $102-29.0% | $5,955-98.8% | $152-52.2% |