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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $130,066 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,453 | $30,072-32.0% | $64,101-68.1% | $67,505-69.7% |
| Participation rate | 56.6% | 59.4%-2.8pp | 68.2%-11.6pp | 71.2%-14.6pp |
| Annual return | -0.03% | 0.30%-0.3pp | 791.27%-791.3pp | 6.52%-6.6pp |
| Employer contribution / active EE | $564 | $725-22.2% | $1,820-69.0% | $2,173-74.0% |
| Participant deferral / active EE | $2,341 | $1,453+61.1% | $2,822-17.0% | $3,597-34.9% |
| Admin fee / account holder | $33 | $62-46.5% | $4,499-99.3% | $56-40.6% |