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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,587 | $58,726+27.0% | $92,240-19.1% | $62,293+19.7% |
| Participation rate | 14.2% | 68.3%-54.2pp | 76.5%-62.3pp | 69.5%-55.4pp |
| Annual return | 14.57% | 43.62%-29.0pp | 176.29%-161.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $769 | $2,392-67.8% | $3,680-79.1% | $2,042-62.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $628 | $556+12.8% | $5,194-87.9% | $479+30.9% |