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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,874 |
Service code 25 PO BOX 986 · ST CLOUD, MA 56301 | Directed Trustee | $12,459 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $62 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $38,770 | $85,171-54.5% | $172,753-77.6% | $72,976-46.9% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 22.11% | 27.32%-5.2pp | 803.00%-780.9pp | 81.02%-58.9pp |
| Employer contribution / active EE | $569 | $3,324-82.9% | $5,144-88.9% | $2,440-76.7% |
| Participant deferral / active EE | $1,069 | $3,260-67.2% | $5,198-79.4% | $3,608-70.4% |
| Admin fee / account holder | $457 | $5,880-92.2% | $13,956-96.7% | $5,124-91.1% |