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| Provider | Service type | Compensation |
|---|---|---|
FASCORE, LLC1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,232 | $46,360-4.6% | $147,617-70.0% | $52,331-15.5% |
| Participation rate | 41.1% | 64.9%-23.9pp | 84.6%-43.6pp | 68.1%-27.0pp |
| Annual return | 3.31% | 1.62%+1.7pp | 61.98%-58.7pp | 4.54%-1.2pp |
| Employer contribution / active EE | $705 | $2,126-66.8% | $5,564-87.3% | $1,882-62.5% |
| Participant deferral / active EE | $1,052 | $2,258-53.4% | $4,895-78.5% | $3,022-65.2% |
| Admin fee / account holder | $16 | $766-98.0% | $11,612-99.9% | $592-97.4% |