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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,279 | $54,390-60.9% | $117,039-81.8% | $69,631-69.4% |
| Participation rate | 31.9% | 58.5%-26.7pp | 77.2%-45.3pp | 70.7%-38.8pp |
| Annual return | 52.99% | 18.33%+34.7pp | 18.95%+34.0pp | 27571.02%-27518.0pp |
| Employer contribution / active EE | $1,150 | $1,357-15.2% | $3,785-69.6% | $2,032-43.4% |
| Participant deferral / active EE | $1,752 | $2,076-15.6% | $3,929-55.4% | $3,224-45.7% |
| Admin fee / account holder | $19 | $98-80.9% | $5,974-99.7% | $110-83.1% |