Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $59,884 |
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 | $34,285 | $79,519-56.9% | $95,964-64.3% | $73,412-53.3% |
| Participation rate | 78.4% | 81.2%-2.8pp | 77.1%+1.3pp | 72.2%+6.2pp |
| Annual return | 13.59% | 19.20%-5.6pp | 91.64%-78.1pp | 59.30%-45.7pp |
| Employer contribution / active EE | $694 | $2,048-66.1% | $2,541-72.7% | $2,234-68.9% |
| Participant deferral / active EE | $2,461 | $4,138-40.5% | $4,167-40.9% | $3,806-35.3% |
| Admin fee / account holder | $191 | $184+3.8% | $6,797-97.2% | $158+21.2% |