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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,170 |
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.
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 | $16,317 | $80,753-79.8% | $136,298-88.0% | $62,293-73.8% |
| Participation rate | 77.6% | 73.5%+4.0pp | 81.9%-4.4pp | 69.5%+8.0pp |
| Annual return | 37.12% | 35.83%+1.3pp | 5156.27%-5119.1pp | 28.90%+8.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,653 | $5,164-9.9% | $6,247-25.5% | $3,169+46.8% |
| Admin fee / account holder | $15 | $525-97.1% | $9,244-99.8% | $479-96.9% |