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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,786 | $48,064-50.5% | $78,778-69.8% | $69,631-65.8% |
| Participation rate | 55.6% | 61.6%-6.0pp | 69.2%-13.6pp | 70.7%-15.1pp |
| Annual return | 17.76% | 21.81%-4.1pp | 35.62%-17.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $740 | $744-0.5% | $1,986-62.7% | $2,032-63.6% |
| Participant deferral / active EE | $2,255 | $2,079+8.5% | $2,958-23.8% | $3,224-30.0% |
| Admin fee / account holder | $83 | $152-45.6% | $5,134-98.4% | $110-25.2% |