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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110 |
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 | $54,106 | $136,307-60.3% | $177,840-69.6% | $73,493-26.4% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.9pp | 70.7%+23.9pp |
| Annual return | 15.56% | 18.68%-3.1pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $4,217 | $3,712+13.6% | $5,919-28.7% | $2,270+85.8% |
| Participant deferral / active EE | $7,751 | $5,829+33.0% | $7,714+0.5% | $3,740+107.3% |
| Admin fee / account holder | $221 | $596-62.9% | $12,431-98.2% | $513-57.0% |