Filed February 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,874 | $91,517-31.3% | $101,248-37.9% | $73,409-14.4% |
| Participation rate | 66.1% | 73.8%-7.7pp | 75.8%-9.7pp | 72.2%-6.1pp |
| Annual return | 13.60% | 17.17%-3.6pp | 46.47%-32.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,576 | $2,877-45.2% | $3,660-56.9% | $2,234-29.4% |
| Participant deferral / active EE | $4,874 | $3,338+46.0% | $4,370+11.5% | $3,805+28.1% |
| Admin fee / account holder | $218 | $216+1.1% | $5,945-96.3% | $158+38.2% |