Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,782 |
Service code 55 | Other Commissions | $15,575 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,299 | $63,114-28.2% | $92,909-51.2% | $65,185-30.5% |
| Participation rate | 57.8% | 68.8%-11.0pp | 76.0%-18.2pp | 70.2%-12.4pp |
| Annual return | 21.69% | 28.75%-7.1pp | 109.44%-87.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,572 | $2,571+0.1% | $3,653-29.6% | $2,177+18.2% |
| Participant deferral / active EE | $4,535 | $3,108+45.9% | $4,238+7.0% | $3,514+29.1% |
| Admin fee / account holder | $327 | $624-47.5% | $5,795-94.3% | $847-61.4% |