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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,658 |
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.
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 | $26,786 | $35,485-24.5% | $74,549-64.1% | $55,725-51.9% |
| Participation rate | 54.7% | 62.5%-7.8pp | 69.1%-14.4pp | 70.9%-16.1pp |
| Annual return | -3.51% | 0.72%-4.2pp | 32.53%-36.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $534 | $777-31.3% | $1,961-72.8% | $2,078-74.3% |
| Participant deferral / active EE | $934 | $2,181-57.2% | $3,108-70.0% | $3,356-72.2% |
| Admin fee / account holder | $76 | $114-33.4% | $5,059-98.5% | $115-33.9% |