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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $44,260 | $69,159-36.0% | $125,195-64.6% | $67,582-34.5% |
| Participation rate | 77.0% | 78.2%-1.2pp | 79.8%-2.7pp | 71.3%+5.8pp |
| Annual return | 22.41% | 27.12%-4.7pp | 43.79%-21.4pp | 378.57%-356.2pp |
| Employer contribution / active EE | $985 | $2,023-51.3% | $3,866-74.5% | $2,148-54.1% |
| Participant deferral / active EE | $2,723 | $3,700-26.4% | $4,937-44.8% | $3,539-23.1% |
| Admin fee / account holder | $110 | $142-22.2% | $9,704-98.9% | $142-22.5% |