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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,812 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $17,616 |
Employer contribution per participant 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 | $38,446 | $63,924-39.9% | $108,582-64.6% | $55,167-30.3% |
| Participation rate | 82.6% | 74.3%+8.3pp | 79.6%+3.0pp | 69.0%+13.6pp |
| Annual return | 6.73% | 15.31%-8.6pp | -51.70%+58.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $210 | $1,879-88.8% | $3,758-94.4% | $1,963-89.3% |
| Participant deferral / active EE | $4,272 | $3,067+39.3% | $4,311-0.9% | $3,054+39.9% |
| Admin fee / account holder | $198 | $618-67.9% | $7,645-97.4% | $504-60.7% |