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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,327 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,725 | $54,573+36.9% | $90,970-17.9% | $73,493+1.7% |
| Participation rate | 88.7% | 61.2%+27.5pp | 69.0%+19.7pp | 70.7%+18.0pp |
| Annual return | 19.42% | 16.69%+2.7pp | 134.58%-115.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $963 | $991-2.9% | $2,122-54.6% | $2,270-57.6% |
| Participant deferral / active EE | $3,473 | $2,517+38.0% | $3,373+3.0% | $3,740-7.1% |
| Admin fee / account holder | $184 | $521-64.7% | $5,960-96.9% | $513-64.1% |