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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,310 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,195 | $93,131+5.4% | $106,555-7.8% | $86,821+13.1% |
| Participation rate | 97.3% | 81.4%+15.9pp | 76.1%+21.2pp | 72.3%+25.0pp |
| Annual return | 10.58% | 19.45%-8.9pp | 26.80%-16.2pp | 97.94%-87.4pp |
| Employer contribution / active EE | $5,285 | $2,895+82.5% | $2,819+87.4% | $2,406+119.7% |
| Participant deferral / active EE | $3,761 | $4,708-20.1% | $4,399-14.5% | $4,132-9.0% |
| Admin fee / account holder | $268 | $145+84.5% | $7,408-96.4% | $170+57.9% |