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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,823 | $28,601+60.2% | $71,778-36.2% | $66,949-31.6% |
| Participation rate | 41.5% | 56.7%-15.2pp | 62.3%-20.9pp | 69.8%-28.3pp |
| Annual return | -16.46% | -10.90%-5.6pp | 9.15%-25.6pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,296 | $1,912-32.2% | $2,656-51.2% | $4,239-69.4% |
| Admin fee / account holder | $10 | $506-97.9% | $3,974-99.7% | $594-98.2% |