Filed November 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $42,224 |
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 | $77,438 | $39,898+94.1% | $121,220-36.1% | $55,725+39.0% |
| Participation rate | 92.4% | 61.2%+31.2pp | 71.8%+20.6pp | 70.9%+21.6pp |
| Annual return | -5.05% | -0.96%-4.1pp | 16.94%-22.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,310 | $1,295+1.1% | $4,023-67.4% | $2,078-37.0% |
| Participant deferral / active EE | $4,751 | $2,439+94.8% | $3,345+42.0% | $3,356+41.6% |
| Admin fee / account holder | $60 | $95-37.2% | $5,021-98.8% | $115-48.1% |