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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,339 | $55,453-16.4% | $170,435-72.8% | $62,293-25.6% |
| Participation rate | 56.4% | 66.4%-10.0pp | 83.6%-27.2pp | 69.5%-13.1pp |
| Annual return | 12.72% | 21.38%-8.7pp | 205.94%-193.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,374 | $2,164-36.5% | $5,432-74.7% | $2,042-32.7% |
| Participant deferral / active EE | $1,783 | $2,303-22.6% | $4,939-63.9% | $3,169-43.7% |
| Admin fee / account holder | $174 | $455-61.8% | $13,881-98.7% | $479-63.7% |