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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,463 | $26,479-26.5% | $74,722-74.0% | $77,775-75.0% |
| Participation rate | 13.4% | 37.6%-24.3pp | 54.5%-41.1pp | 73.2%-59.8pp |
| Annual return | 24.07% | 38.31%-14.2pp | 753.11%-729.0pp | 32.58%-8.5pp |
| Employer contribution / active EE | $89 | $440-79.8% | $1,084-91.8% | $2,504-96.5% |
| Participant deferral / active EE | $455 | $1,074-57.6% | $1,963-76.8% | $3,966-88.5% |
| Admin fee / account holder | $15 | $119-87.5% | $3,335-99.6% | $100-85.1% |