Filed July 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,697 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,414 | $91,552+26.1% | $133,956-13.8% | $79,860+44.5% |
| Participation rate | 95.8% | 73.3%+22.4pp | 79.8%+16.0pp | 69.6%+26.2pp |
| Annual return | 18.14% | 61.85%-43.7pp | 45.09%-27.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,554 | $3,733+102.3% | $5,048+49.7% | $3,740+102.0% |
| Admin fee / account holder | $163 | $6,321-97.4% | $8,927-98.2% | $5,306-96.9% |