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 | $16,850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,898 | $99,985+27.9% | $146,674-12.8% | $85,854+49.0% |
| Participation rate | 98.9% | 73.1%+25.8pp | 80.1%+18.8pp | 69.3%+29.6pp |
| Annual return | 24.74% | 18.93%+5.8pp | 22.75%+2.0pp | 318.56%-293.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,885 | $4,006+96.9% | $5,506+43.2% | $3,952+99.5% |
| Admin fee / account holder | $147 | $7,702-98.1% | $10,280-98.6% | $6,260-97.7% |