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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,944 |
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.
Annual investment return 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 | $31,269 | $62,132-49.7% | $185,861-83.2% | $73,497-57.5% |
| Participation rate | 25.6% | 67.8%-42.2pp | 78.0%-52.4pp | 70.7%-45.1pp |
| Annual return | 11.64% | 20.44%-8.8pp | 35.96%-24.3pp | 28.51%-16.9pp |
| Employer contribution / active EE | $679 | $1,681-59.6% | $4,088-83.4% | $2,270-70.1% |
| Participant deferral / active EE | $1,158 | $3,711-68.8% | $5,634-79.5% | $3,740-69.0% |
| Admin fee / account holder | $20 | $419-95.2% | $9,503-99.8% | $513-96.1% |