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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 9380 STATION ST STE 425 · LONE TREE, CO 80124 | Other Fees | $50,374 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,147 |
Service code 27 4643 S ULSTER ST STE 1040 · DENVER, CO 80237 | Advisory (Plan) | $6,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,734 | $52,293+31.4% | $178,499-61.5% | $73,412-6.4% |
| Participation rate | 67.4% | 65.3%+2.0pp | 81.9%-14.6pp | 72.2%-4.8pp |
| Annual return | 17.27% | 34.75%-17.5pp | 151.10%-133.8pp | 59.30%-42.0pp |
| Employer contribution / active EE | $1,218 | $1,735-29.8% | $5,011-75.7% | $2,234-45.5% |
| Participant deferral / active EE | $4,044 | $2,332+73.4% | $5,202-22.3% | $3,806+6.3% |
| Admin fee / account holder | $230 | $127+80.5% | $13,986-98.4% | $158+45.6% |