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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,125 | $64,286-50.0% | $90,965-64.7% | $73,412-56.2% |
| Participation rate | 19.9% | 63.6%-43.7pp | 69.0%-49.1pp | 72.2%-52.2pp |
| Annual return | 25.38% | 21.46%+3.9pp | 134.57%-109.2pp | 59.30%-33.9pp |
| Employer contribution / active EE | $208 | $895-76.8% | $2,122-90.2% | $2,234-90.7% |
| Participant deferral / active EE | $1,769 | $2,453-27.9% | $3,373-47.6% | $3,806-53.5% |
| Admin fee / account holder | $98 | $287-65.7% | $5,960-98.3% | $158-37.6% |