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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,486 |
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 | $88,059 | $80,177+9.8% | $123,894-28.9% | $57,658+52.7% |
| Participation rate | 69.5% | 74.4%-5.0pp | 81.4%-12.0pp | 70.2%-0.8pp |
| Annual return | 8.76% | 17.90%-9.1pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,093 | $2,913+6.2% | $4,617-33.0% | $1,974+56.7% |
| Participant deferral / active EE | $4,685 | $5,130-8.7% | $5,984-21.7% | $3,061+53.1% |
| Admin fee / account holder | $53 | $106-50.3% | $8,357-99.4% | $95-44.2% |