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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,485 | $47,977-63.6% | $154,108-88.7% | $56,289-68.9% |
| Participation rate | 32.1% | 66.2%-34.1pp | 83.0%-50.9pp | 69.9%-37.8pp |
| Annual return | -3.21% | 3.54%-6.7pp | 735.21%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $953 | $2,169-56.0% | $5,298-82.0% | $2,111-54.8% |
| Participant deferral / active EE | $1,851 | $2,392-22.6% | $5,081-63.6% | $3,350-44.7% |
| Admin fee / account holder | $6 | $438-98.6% | $13,411-100.0% | $521-98.8% |