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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,158 |
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 | $62,748 | $49,138+27.7% | $84,020-25.3% | $65,185-3.7% |
| Participation rate | 82.6% | 60.7%+21.9pp | 69.0%+13.6pp | 70.2%+12.4pp |
| Annual return | 22.08% | 23.00%-0.9pp | 71.31%-49.2pp | 29.38%-7.3pp |
| Employer contribution / active EE | $886 | $914-3.0% | $1,984-55.3% | $2,177-59.3% |
| Participant deferral / active EE | $2,995 | $2,397+25.0% | $3,239-7.5% | $3,514-14.8% |
| Admin fee / account holder | $194 | $543-64.3% | $6,101-96.8% | $847-77.1% |