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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,111 |
ABIP PC2 years Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $5,000 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,295 | $66,813+57.6% | $100,535+4.7% | $73,497+43.3% |
| Participation rate | 96.1% | 77.5%+18.6pp | 79.4%+16.7pp | 70.7%+25.4pp |
| Annual return | 13.40% | 25.70%-12.3pp | 30.90%-17.5pp | 28.51%-15.1pp |
| Employer contribution / active EE | $6,534 | $2,147+204.4% | $3,419+91.1% | $2,270+187.8% |
| Participant deferral / active EE | $9,665 | $5,883+64.3% | $6,271+54.1% | $3,740+158.4% |
| Admin fee / account holder | $242 | $512-52.7% | $8,085-97.0% | $513-52.8% |