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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,034 | $93,182-20.5% | $146,647-49.5% | $79,389-6.7% |
| Participation rate | 62.9% | 76.4%-13.6pp | 80.1%-17.2pp | 70.7%-7.8pp |
| Annual return | 12.97% | 21.61%-8.6pp | 22.75%-9.8pp | 116.89%-103.9pp |
| Employer contribution / active EE | $1,674 | $2,420-30.8% | $4,137-59.5% | $2,428-31.1% |
| Participant deferral / active EE | $6,494 | $4,169+55.8% | $5,506+17.9% | $4,046+60.5% |
| Admin fee / account holder | $108 | $585-81.6% | $10,281-99.0% | $626-82.8% |