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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,801 | $28,109-72.2% | $71,086-89.0% | $56,287-86.1% |
| Participation rate | 21.1% | 40.4%-19.3pp | 54.7%-33.5pp | 69.9%-48.8pp |
| Annual return | -17.75% | -615.05%+597.3pp | 650.59%-668.3pp | -9.96%-7.8pp |
| Employer contribution / active EE | $429 | $558-23.0% | $1,088-60.5% | $2,111-79.7% |
| Participant deferral / active EE | $716 | $1,116-35.8% | $1,874-61.8% | $3,350-78.6% |
| Admin fee / account holder | $32 | $585-94.5% | $3,082-99.0% | $521-93.8% |