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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 48-1205033 | Recordkeeping Fees | $3,035 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,533 | $60,139-65.9% | $90,461-77.3% | $79,856-74.3% |
| Participation rate | 68.6% | 65.0%+3.6pp | 72.7%-4.1pp | 69.6%-1.0pp |
| Annual return | 11.61% | 71.96%-60.4pp | 1294.76%-1283.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,629 | $2,069+27.1% | $3,264-19.4% | $2,471+6.4% |
| Participant deferral / active EE | $2,097 | $2,939-28.6% | $3,964-47.1% | $3,741-43.9% |
| Admin fee / account holder | $29 | $3,978-99.3% | $5,617-99.5% | $5,306-99.4% |