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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,813 | $52,961+5.4% | $172,755-67.7% | $65,185-14.4% |
| Participation rate | 43.5% | 66.2%-22.7pp | 82.6%-39.1pp | 70.2%-26.7pp |
| Annual return | 26.54% | 30.12%-3.6pp | 802.94%-776.4pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,386 | $2,190+8.9% | $5,144-53.6% | $2,177+9.6% |
| Participant deferral / active EE | $4,713 | $2,471+90.7% | $5,198-9.3% | $3,514+34.1% |
| Admin fee / account holder | $741 | $472+57.1% | $13,955-94.7% | $847-12.5% |