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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,142 | $48,576-66.8% | $169,452-90.5% | $56,289-71.3% |
| Participation rate | 32.7% | 65.8%-33.1pp | 77.8%-45.1pp | 69.9%-37.1pp |
| Annual return | 2.96% | -2.51%+5.5pp | 1.83%+1.1pp | -9.96%+12.9pp |
| Employer contribution / active EE | $543 | $1,559-65.2% | $4,157-86.9% | $2,111-74.3% |
| Participant deferral / active EE | $704 | $3,275-78.5% | $5,277-86.7% | $3,350-79.0% |
| Admin fee / account holder | $23 | $435-94.7% | $9,110-99.7% | $521-95.6% |