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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,064 | $36,694-15.3% | $40,145,923-99.9% | $55,167-43.7% |
| Participation rate | 32.4% | 57.2%-24.8pp | 68.4%-36.0pp | 69.0%-36.6pp |
| Annual return | 6.33% | 10.16%-3.8pp | 5.24%+1.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $147 | $1,135-87.0% | $1,844-92.0% | $1,963-92.5% |
| Participant deferral / active EE | $999 | $1,679-40.5% | $2,591-61.4% | $3,054-67.3% |
| Admin fee / account holder | $0 | $175-100.0% | $2,903-100.0% | $504-100.0% |