Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $6,400 |
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.
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 | $25,751 | $45,382-43.3% | $154,110-83.3% | $75,289-65.8% |
| Participation rate | 40.8% | 65.9%-25.1pp | 83.0%-42.2pp | 72.4%-31.6pp |
| Annual return | 105.26% | -0.47%+105.7pp | 735.22%-630.0pp | -0.04%+105.3pp |
| Employer contribution / active EE | $230 | $1,533-85.0% | $5,298-95.7% | $2,405-90.5% |
| Participant deferral / active EE | $431 | $2,384-81.9% | $5,081-91.5% | $3,739-88.5% |
| Admin fee / account holder | $6 | $89-92.9% | $13,412-100.0% | $102-93.8% |