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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,049 | $56,197-64.3% | $67,652-70.4% | $59,633-66.4% |
| Participation rate | 98.3% | 71.5%+26.8pp | 75.7%+22.6pp | 68.7%+29.6pp |
| Annual return | -2.73% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $4,002 | $1,615+147.9% | $2,266+76.6% | $2,203+81.7% |
| Participant deferral / active EE | $9,856 | $2,844+246.6% | $3,560+176.9% | $3,192+208.8% |
| Admin fee / account holder | $19 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |