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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,326 | $26,805-87.6% | $59,496-94.4% | $52,331-93.6% |
| Participation rate | 20.4% | 39.3%-18.9pp | 54.6%-34.1pp | 68.1%-47.7pp |
| Annual return | 5.44% | 2.61%+2.8pp | 182.05%-176.6pp | 4.54%+0.9pp |
| Employer contribution / active EE | $213 | $450-52.7% | $1,153-81.6% | $1,882-88.7% |
| Participant deferral / active EE | $335 | $916-63.4% | $1,829-81.7% | $3,022-88.9% |
| Admin fee / account holder | $5 | $305-98.4% | $2,232-99.8% | $592-99.2% |