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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,855 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,534 | $64,286-16.7% | $90,965-41.1% | $73,412-27.1% |
| Participation rate | 21.9% | 63.6%-41.7pp | 69.0%-47.1pp | 72.2%-50.3pp |
| Annual return | 11.92% | 21.46%-9.5pp | 134.57%-122.6pp | 59.30%-47.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,079 | $2,453-56.0% | $3,373-68.0% | $3,806-71.6% |
| Admin fee / account holder | $175 | $287-39.0% | $5,960-97.1% | $158+10.9% |