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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,950 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $10,961 |
Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $9,006 |
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 | $68,066 | $58,726+15.9% | $92,240-26.2% | $62,293+9.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 27.23% | 43.62%-16.4pp | 176.29%-149.1pp | 28.90%-1.7pp |
| Employer contribution / active EE | $2,972 | $2,392+24.2% | $3,680-19.2% | $2,042+45.5% |
| Participant deferral / active EE | $3,943 | $2,766+42.6% | $3,897+1.2% | $3,169+24.4% |
| Admin fee / account holder | $214 | $556-61.5% | $5,194-95.9% | $479-55.3% |