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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,807 |
RPG CONSULTANTS2 years Service code 64 131 SO. FRANKLIN AVE. · VALLEY STREAM, NY 11581 | Recordkeeping Fees | $20 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,268 | $61,473-57.3% | $81,726-67.9% | $73,412-64.2% |
| Participation rate | 76.8% | 72.4%+4.4pp | 72.0%+4.8pp | 72.2%+4.6pp |
| Annual return | 534.39% | 28.26%+506.1pp | 29.49%+504.9pp | 59.30%+475.1pp |
| Employer contribution / active EE | $1,956 | $1,898+3.0% | $4,311-54.6% | $2,234-12.5% |
| Participant deferral / active EE | $3,350 | $3,080+8.8% | $7,108-52.9% | $3,806-12.0% |
| Admin fee / account holder | $65 | $125-48.3% | $5,160-98.7% | $158-58.9% |