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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,123 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $11,048 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,524 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $952 |
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 | $52,411 | $51,466+1.8% | $78,778-33.5% | $62,293-15.9% |
| Participation rate | 76.5% | 59.8%+16.7pp | 69.2%+7.3pp | 69.5%+7.0pp |
| Annual return | 17.59% | 19.96%-2.4pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $772 | $827-6.7% | $1,986-61.1% | $2,042-62.2% |
| Participant deferral / active EE | $2,487 | $2,147+15.8% | $2,958-15.9% | $3,169-21.5% |
| Admin fee / account holder | $242 | $489-50.6% | $5,134-95.3% | $479-49.5% |