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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,167 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,120 | $82,163-80.4% | $125,363-87.1% | $64,814-75.1% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.0pp |
| Annual return | 1.28% | 3.49%-2.2pp | 572.15%-570.9pp | 32.84%-31.6pp |
| Employer contribution / active EE | $1,263 | $3,616-65.1% | $4,815-73.8% | $2,507-49.6% |
| Participant deferral / active EE | $6,898 | $7,175-3.9% | $7,447-7.4% | $4,310+60.0% |
| Admin fee / account holder | $73 | $163-55.3% | $10,005-99.3% | $188-61.2% |