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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL TELESIS2+ years Service code 22 821 17TH ST. · DENVER, CO 80202 | Insurance Broker | $0 |
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.)
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 | $111,534 | $37,044+201.1% | $71,796+55.3% | $57,658+93.4% |
| Participation rate | 19.5% | 61.1%-41.7pp | 69.1%-49.7pp | 70.2%-50.8pp |
| Annual return | 4.78% | 12.64%-7.9pp | 78.04%-73.3pp | 5.13%-0.4pp |
| Employer contribution / active EE | $455 | $720-36.8% | $1,924-76.4% | $1,974-77.0% |
| Participant deferral / active EE | $875 | $1,974-55.7% | $2,794-68.7% | $3,061-71.4% |
| Admin fee / account holder | $484 | $101+379.0% | $4,815-90.0% | $95+411.5% |