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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,908 | $86,225-44.4% | $146,647-67.3% | $86,821-44.8% |
| Participation rate | 57.1% | 78.0%-20.8pp | 80.1%-22.9pp | 72.3%-15.1pp |
| Annual return | 13.38% | 31.23%-17.8pp | 22.75%-9.4pp | 97.94%-84.6pp |
| Employer contribution / active EE | $792 | $2,392-66.9% | $4,137-80.8% | $2,406-67.1% |
| Participant deferral / active EE | $2,382 | $4,245-43.9% | $5,506-56.7% | $4,132-42.3% |
| Admin fee / account holder | $119 | $195-38.8% | $10,281-98.8% | $170-29.6% |