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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,777 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,210 | $110,699-89.0% | $177,840-93.1% | $90,274-86.5% |
| Participation rate | 91.7% | 88.3%+3.3pp | 87.7%+3.9pp | 73.4%+18.3pp |
| Annual return | 28.44% | 22.79%+5.7pp | 48.32%-19.9pp | 53.97%-25.5pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,919-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $4,785 | $6,731-28.9% | $7,714-38.0% | $4,231+13.1% |
| Admin fee / account holder | $38 | $90-58.2% | $12,431-99.7% | $114-67.0% |