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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $8,985 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
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.
Annual investment return 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 | $33,284 | $33,745-1.4% | $64,105-48.1% | $55,191-39.7% |
| Participation rate | 25.2% | 59.4%-34.2pp | 68.2%-43.0pp | 69.2%-44.0pp |
| Annual return | -3.52% | 4.95%-8.5pp | 791.24%-794.8pp | 10.78%-14.3pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $981 | $1,929-49.2% | $2,822-65.2% | $3,046-67.8% |
| Admin fee / account holder | $34 | $94-64.1% | $4,499-99.2% | $91-62.7% |