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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,566 | $40,174+38.3% | $84,021-33.9% | $67,579-17.8% |
| Participation rate | 31.2% | 62.7%-31.5pp | 69.0%-37.8pp | 71.3%-40.0pp |
| Annual return | 24.22% | 25.82%-1.6pp | 71.32%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $180 | $808-77.7% | $1,984-90.9% | $2,148-91.6% |
| Participant deferral / active EE | $1,045 | $2,301-54.6% | $3,239-67.8% | $3,539-70.5% |
| Admin fee / account holder | $3 | $128-98.0% | $6,102-100.0% | $142-98.2% |