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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TAX SHELTERED COMPENSATION Service code 13 · EIN 41-0955056 | Contract Administrator | $10,983 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,666 | $37,446-23.4% | $77,513-63.0% | $79,852-64.1% |
| Participation rate | 30.9% | 41.5%-10.6pp | 54.2%-23.3pp | 69.6%-38.7pp |
| Annual return | 11.92% | 39.76%-27.8pp | 54.81%-42.9pp | 31.72%-19.8pp |
| Employer contribution / active EE | $355 | $637-44.3% | $987-64.0% | $2,471-85.6% |
| Participant deferral / active EE | $939 | $1,261-25.5% | $1,861-49.5% | $3,740-74.9% |
| Admin fee / account holder | $378 | $2,506-84.9% | $2,859-86.8% | $5,306-92.9% |