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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,975 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,705 | $37,196-73.9% | $154,108-93.7% | $55,725-82.6% |
| Participation rate | 61.3% | 64.1%-2.8pp | 83.0%-21.8pp | 70.9%-9.6pp |
| Annual return | -3.87% | 1319.68%-1323.5pp | 735.21%-739.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $161 | $1,614-90.1% | $5,298-97.0% | $2,078-92.3% |
| Participant deferral / active EE | $1,067 | $2,068-48.4% | $5,081-79.0% | $3,356-68.2% |
| Admin fee / account holder | $31 | $102-69.5% | $13,411-99.8% | $115-73.1% |