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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,638 | $61,166+138.1% | $185,849-21.6% | $79,391+83.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.54% | 19.45%-4.9pp | 122.10%-107.6pp | 116.88%-102.3pp |
| Employer contribution / active EE | $6,879 | $2,321+196.4% | $5,169+33.1% | $2,428+183.3% |
| Participant deferral / active EE | $4,140 | $2,789+48.4% | $5,569-25.7% | $4,046+2.3% |
| Admin fee / account holder | $434 | $710-38.9% | $16,244-97.3% | $627-30.8% |