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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,310 | $51,620-83.9% | $90,300-90.8% | $65,185-87.3% |
| Participation rate | 31.5% | 68.6%-37.1pp | 73.3%-41.7pp | 70.2%-38.7pp |
| Annual return | 32.80% | 24.94%+7.9pp | 78.11%-45.3pp | 29.38%+3.4pp |
| Employer contribution / active EE | $1,035 | $2,235-53.7% | $2,854-63.7% | $2,177-52.5% |
| Participant deferral / active EE | $129 | $2,871-95.5% | $3,884-96.7% | $3,514-96.3% |
| Admin fee / account holder | $39 | $384-90.0% | $5,353-99.3% | $847-95.5% |