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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,153 |
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 | $31,070 | $63,905-51.4% | $74,184-58.1% | $57,658-46.1% |
| Participation rate | 95.6% | 79.8%+15.8pp | 76.6%+19.0pp | 70.2%+25.3pp |
| Annual return | 9.78% | 60.60%-50.8pp | 17.74%-8.0pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,102 | $1,840-40.1% | $2,370-53.5% | $1,974-44.2% |
| Participant deferral / active EE | $2,970 | $3,448-13.9% | $3,550-16.3% | $3,061-3.0% |
| Admin fee / account holder | $18 | $91-80.0% | $5,586-99.7% | $95-80.7% |