Filed July 13, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $12,434 |
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.
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 | $78,726 | $42,546+85.0% | $71,796+9.7% | $55,167+42.7% |
| Participation rate | 27.7% | 59.1%-31.4pp | 69.1%-41.4pp | 69.0%-41.2pp |
| Annual return | 9.73% | 12.36%-2.6pp | 78.04%-68.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $76 | $803-90.5% | $1,924-96.1% | $1,963-96.1% |
| Participant deferral / active EE | $1,036 | $2,064-49.8% | $2,794-62.9% | $3,054-66.1% |
| Admin fee / account holder | $254 | $650-60.9% | $4,815-94.7% | $504-49.6% |