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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,131 | $79,523-44.5% | $140,019-68.5% | $56,287-21.6% |
| Participation rate | 24.4% | 85.7%-61.3pp | 87.5%-63.1pp | 69.9%-45.5pp |
| Annual return | -10.47% | 2.39%-12.9pp | 651.15%-661.6pp | -9.96%-0.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,051 | $5,129-40.5% | $6,927-55.9% | $3,350-8.9% |
| Admin fee / account holder | $406 | $614-33.9% | $10,705-96.2% | $521-22.0% |