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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,357 | $78,707-79.2% | $117,861-86.1% | $70,126-76.7% |
| Participation rate | 62.0% | 73.2%-11.2pp | 79.7%-17.7pp | 69.5%-7.6pp |
| Annual return | 17.92% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,141 | $2,223-48.7% | $3,786-69.9% | $2,343-51.3% |
| Participant deferral / active EE | $2,282 | $3,297-30.8% | $4,482-49.1% | $3,332-31.5% |
| Admin fee / account holder | $154 | $5,066-97.0% | $8,021-98.1% | $4,645-96.7% |