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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,991 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,743 | $72,770-74.2% | $67,652-72.3% | $55,191-66.0% |
| Participation rate | 78.9% | 78.8%+0.2pp | 75.7%+3.3pp | 69.2%+9.8pp |
| Annual return | -2.24% | -3.26%+1.0pp | 6625.40%-6627.6pp | 10.78%-13.0pp |
| Employer contribution / active EE | $777 | $1,769-56.1% | $2,266-65.7% | $1,899-59.1% |
| Participant deferral / active EE | $2,100 | $3,408-38.4% | $3,560-41.0% | $3,046-31.1% |
| Admin fee / account holder | $21 | $79-73.7% | $4,821-99.6% | $91-77.1% |