Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,467 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $6,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,149 | $37,044-24.0% | $71,796-60.8% | $57,658-51.2% |
| Participation rate | 11.8% | 61.1%-49.3pp | 69.1%-57.3pp | 70.2%-58.4pp |
| Annual return | 7.92% | 12.64%-4.7pp | 78.04%-70.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $38 | $720-94.7% | $1,924-98.0% | $1,974-98.1% |
| Participant deferral / active EE | $385 | $1,974-80.5% | $2,794-86.2% | $3,061-87.4% |
| Admin fee / account holder | $147 | $101+45.9% | $4,815-96.9% | $95+55.8% |