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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,673 | $30,979-46.2% | $67,704-75.4% | $59,188-71.8% |
| Participation rate | 3.5% | 40.5%-37.0pp | 67.5%-64.0pp | 69.4%-65.9pp |
| Annual return | -5.60% | -1.74%-3.9pp | 25.41%-31.0pp | 5.51%-11.1pp |
| Employer contribution / active EE | $0 | $807-100.0% | $2,559-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $38 | $1,603-97.6% | $3,585-98.9% | $3,265-98.8% |
| Admin fee / account holder | $227 | $81+180.8% | $4,255-94.7% | $92+146.7% |