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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,105 |
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 | $25,731 | $65,118-60.5% | $76,767-66.5% | $55,725-53.8% |
| Participation rate | 85.6% | 79.6%+6.0pp | 77.0%+8.6pp | 70.9%+14.8pp |
| Annual return | -5.31% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $942 | $1,941-51.4% | $2,485-62.1% | $2,078-54.7% |
| Participant deferral / active EE | $2,529 | $3,688-31.4% | $3,852-34.3% | $3,356-24.6% |
| Admin fee / account holder | $16 | $116-86.5% | $6,675-99.8% | $115-86.5% |