Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping | $74,321 |
Service code 99 401 NORTH 31ST STREET · BILLINGS, MT 59101 | Other Fees | $55,076 |
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.)
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 | $71,092 | $68,544+3.7% | $115,752-38.6% | $69,631+2.1% |
| Participation rate | 60.9% | 74.0%-13.1pp | 77.8%-16.9pp | 70.7%-9.8pp |
| Annual return | 23.05% | 20.97%+2.1pp | 19.41%+3.6pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $2,168 | $2,400-9.7% | $3,492-37.9% | $2,032+6.7% |
| Participant deferral / active EE | $4,871 | $3,887+25.3% | $5,204-6.4% | $3,224+51.1% |
| Admin fee / account holder | $359 | $90+297.9% | $6,278-94.3% | $110+225.5% |