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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,060 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $689,630 | $80,753+754.0% | $136,298+406.0% | $62,293+1007.1% |
| Participation rate | 65.6% | 73.5%-7.9pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 18.97% | 35.83%-16.9pp | 5156.27%-5137.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $16,226 | $2,884+462.7% | $4,696+245.5% | $2,042+694.5% |
| Participant deferral / active EE | $10,620 | $5,164+105.7% | $6,247+70.0% | $3,169+235.1% |
| Admin fee / account holder | $14 | $525-97.4% | $9,244-99.9% | $479-97.2% |