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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,584 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,938 | $58,888+13.7% | $178,499-62.5% | $73,493-8.9% |
| Participation rate | 51.2% | 66.2%-15.0pp | 81.9%-30.7pp | 70.7%-19.5pp |
| Annual return | 19.15% | 24.86%-5.7pp | 151.10%-132.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $2,691 | $2,236+20.4% | $5,011-46.3% | $2,270+18.6% |
| Participant deferral / active EE | $5,616 | $2,568+118.7% | $5,202+8.0% | $3,740+50.2% |
| Admin fee / account holder | $766 | $400+91.3% | $13,986-94.5% | $513+49.3% |