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 | $20,439 |
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.
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 | $39,712 | $47,456-16.3% | $172,753-77.0% | $77,775-48.9% |
| Participation rate | 35.8% | 66.3%-30.5pp | 82.6%-46.9pp | 73.2%-37.4pp |
| Annual return | 23.58% | 35.57%-12.0pp | 803.00%-779.4pp | 32.58%-9.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,523 | $2,560-40.5% | $5,198-70.7% | $3,966-61.6% |
| Admin fee / account holder | $23 | $81-71.3% | $13,956-99.8% | $100-76.8% |