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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $29,887 | $37,044-19.3% | $71,796-58.4% | $57,658-48.2% |
| Participation rate | 23.1% | 61.1%-38.0pp | 69.1%-46.0pp | 70.2%-47.1pp |
| Annual return | 7.44% | 12.64%-5.2pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $412 | $720-42.8% | $1,924-78.6% | $1,974-79.1% |
| Participant deferral / active EE | $640 | $1,974-67.6% | $2,794-77.1% | $3,061-79.1% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |