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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,372 | $51,466+211.6% | $78,778+103.6% | $62,293+157.4% |
| Participation rate | 75.5% | 59.8%+15.7pp | 69.2%+6.3pp | 69.5%+6.0pp |
| Annual return | 12.68% | 19.96%-7.3pp | 35.62%-22.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $501 | $827-39.5% | $1,986-74.8% | $2,042-75.5% |
| Participant deferral / active EE | $4,438 | $2,147+106.7% | $2,958+50.0% | $3,169+40.0% |
| Admin fee / account holder | $561 | $489+14.7% | $5,134-89.1% | $479+17.1% |