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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,845 | $78,419-17.3% | $133,978-51.6% | $73,412-11.7% |
| Participation rate | 55.1% | 78.6%-23.5pp | 79.8%-24.7pp | 72.2%-17.1pp |
| Annual return | 15.88% | 33.35%-17.5pp | 45.10%-29.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $1,246 | $2,044-39.1% | $3,919-68.2% | $2,234-44.2% |
| Participant deferral / active EE | $4,678 | $3,925+19.2% | $5,047-7.3% | $3,806+22.9% |
| Admin fee / account holder | $137 | $161-15.3% | $8,930-98.5% | $158-13.5% |