Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,992 | $46,182-54.5% | $170,435-87.7% | $69,634-69.9% |
| Participation rate | 50.3% | 63.9%-13.6pp | 83.6%-33.3pp | 70.7%-20.4pp |
| Annual return | 13.10% | 21.40%-8.3pp | 205.94%-192.8pp | 27572.26%-27559.2pp |
| Employer contribution / active EE | $336 | $1,610-79.1% | $5,432-93.8% | $2,032-83.5% |
| Participant deferral / active EE | $846 | $2,081-59.3% | $4,939-82.9% | $3,224-73.8% |
| Admin fee / account holder | $13 | $116-88.6% | $13,881-99.9% | $110-88.0% |