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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,207 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,914 | $90,590-85.7% | $111,308-88.4% | - |
| Participation rate | 100.0% | 76.1%+23.9pp | 77.3%+22.7pp | - |
| Annual return | 16.20% | 11.74%+4.5pp | 54.67%-38.5pp | - |
| Employer contribution / active EE | $1,772 | $1,916-7.5% | $2,732-35.1% | - |
| Participant deferral / active EE | $1,653 | $4,059-59.3% | $4,487-63.2% | - |
| Admin fee / account holder | $117 | $3,379-96.5% | $7,965-98.5% | - |