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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,793 | $185,342-98.0% | $111,303-96.6% | $86,813-95.6% |
| Participation rate | 78.2% | 81.0%-2.8pp | 77.3%+0.8pp | 72.3%+5.9pp |
| Annual return | 119.49% | 500.80%-381.3pp | 54.66%+64.8pp | 97.93%+21.6pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,489 | $4,458-44.2% | $4,487-44.5% | $4,131-39.8% |
| Admin fee / account holder | $8 | $255-97.1% | $7,966-99.9% | $170-95.6% |