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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,864,533 | $197,637+9951.0% | $177,848+11069.4% | $158,982+12394.8% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 15.43% | 58.77%-43.3pp | 48.33%-32.9pp | 302.99%-287.6pp |
| Employer contribution / active EE | $673,915 | $6,698+9961.0% | $5,919+11286.2% | $4,763+14049.5% |
| Participant deferral / active EE | $964,404 | $8,405+11374.4% | $7,714+12402.5% | $5,983+16017.8% |
| Admin fee / account holder | $28,749 | $15,406+86.6% | $12,431+131.3% | $11,252+155.5% |