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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,275 |
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 | $33,594 | $42,582-21.1% | $171,082-80.4% | $57,658-41.7% |
| Participation rate | 96.4% | 63.9%+32.5pp | 76.7%+19.7pp | 70.2%+26.2pp |
| Annual return | 9.29% | 308.67%-299.4pp | 32.56%-23.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,505 | $1,306+15.3% | $4,002-62.4% | $1,974-23.7% |
| Participant deferral / active EE | $4,264 | $2,933+45.4% | $4,797-11.1% | $3,061+39.3% |
| Admin fee / account holder | $13 | $82-83.9% | $8,520-99.8% | $95-86.0% |