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 | $15,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,303 | $44,989-21.5% | $170,435-79.3% | $77,958-54.7% |
| Participation rate | 35.3% | 64.6%-29.3pp | 83.6%-48.3pp | 71.6%-36.3pp |
| Annual return | 14.70% | 19.61%-4.9pp | 205.94%-191.2pp | 20.87%-6.2pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,390 | $2,208-37.0% | $4,939-71.9% | $3,537-60.7% |
| Admin fee / account holder | $17 | $69-75.6% | $13,881-99.9% | $97-82.7% |