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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,284 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,743 | $31,679-66.1% | $74,719-85.6% | $65,185-83.5% |
| Participation rate | 11.7% | 40.4%-28.6pp | 54.5%-42.7pp | 70.2%-58.5pp |
| Annual return | 25.18% | 39.04%-13.9pp | 753.05%-727.9pp | 29.38%-4.2pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $133 | $1,191-88.8% | $1,963-93.2% | $3,514-96.2% |
| Admin fee / account holder | $84 | $379-77.8% | $3,334-97.5% | $847-90.1% |