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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,941 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,602 | $52,961-46.0% | $172,752-83.4% | $65,185-56.1% |
| Participation rate | 95.9% | 66.2%+29.7pp | 82.6%+13.3pp | 70.2%+25.7pp |
| Annual return | 3.14% | 30.12%-27.0pp | 802.97%-799.8pp | 29.38%-26.2pp |
| Employer contribution / active EE | $1,957 | $2,190-10.7% | $5,144-62.0% | $2,177-10.1% |
| Participant deferral / active EE | $2,440 | $2,471-1.3% | $5,198-53.1% | $3,514-30.6% |
| Admin fee / account holder | $409 | $472-13.4% | $13,955-97.1% | $847-51.7% |