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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,183 | $49,138+53.0% | $84,021-10.5% | $65,185+15.3% |
| Participation rate | 20.1% | 60.7%-40.6pp | 69.0%-48.9pp | 70.2%-50.1pp |
| Annual return | 19.23% | 23.00%-3.8pp | 71.32%-52.1pp | 29.38%-10.1pp |
| Employer contribution / active EE | $281 | $914-69.2% | $1,984-85.8% | $2,177-87.1% |
| Participant deferral / active EE | $640 | $2,397-73.3% | $3,239-80.3% | $3,514-81.8% |
| Admin fee / account holder | $222 | $543-59.2% | $6,102-96.4% | $847-73.8% |