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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,333 |
BAKER TILLY US, LLP1 year Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $16,995 |
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 | $24,826 | $40,174-38.2% | $84,021-70.5% | $67,579-63.3% |
| Participation rate | 84.8% | 62.7%+22.2pp | 69.0%+15.8pp | 71.3%+13.6pp |
| Annual return | 20.60% | 25.82%-5.2pp | 71.32%-50.7pp | 378.56%-358.0pp |
| Employer contribution / active EE | $994 | $808+23.0% | $1,984-49.9% | $2,148-53.7% |
| Participant deferral / active EE | $3,470 | $2,301+50.8% | $3,239+7.1% | $3,539-1.9% |
| Admin fee / account holder | $121 | $128-5.7% | $6,102-98.0% | $142-14.9% |