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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,834 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $543 |
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.
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 | $55,043 | $49,138+12.0% | $84,020-34.5% | $65,185-15.6% |
| Participation rate | 68.7% | 60.7%+8.0pp | 69.0%-0.3pp | 70.2%-1.5pp |
| Annual return | 21.37% | 23.00%-1.6pp | 71.31%-49.9pp | 29.38%-8.0pp |
| Employer contribution / active EE | $99 | $914-89.2% | $1,984-95.0% | $2,177-95.5% |
| Participant deferral / active EE | $2,251 | $2,397-6.1% | $3,239-30.5% | $3,514-35.9% |
| Admin fee / account holder | $149 | $543-72.6% | $6,101-97.6% | $847-82.4% |