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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,967 | $47,977-68.8% | $154,111-90.3% | $56,287-73.4% |
| Participation rate | 16.1% | 66.2%-50.0pp | 83.0%-66.9pp | 69.9%-53.7pp |
| Annual return | -7.89% | 3.54%-11.4pp | 735.18%-743.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $903 | $2,392-62.2% | $5,081-82.2% | $3,350-73.0% |
| Admin fee / account holder | $53 | $438-87.8% | $13,411-99.6% | $521-89.8% |