Filed March 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,414 |
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).
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 | $30,490 | $37,213-18.1% | $156,551-80.5% | $63,975-52.3% |
| Participation rate | 37.0% | 65.0%-28.0pp | 84.0%-47.1pp | 71.1%-34.2pp |
| Annual return | 8.34% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,330 | $2,070-35.8% | $4,871-72.7% | $3,356-60.4% |
| Admin fee / account holder | $13 | $56-76.7% | $13,028-99.9% | $70-81.4% |