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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $610,432 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $56,264 |
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).
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 | $30,635 | $41,410-26.0% | $84,029-63.5% | $82,204-62.7% |
| Participation rate | 60.3% | 57.6%+2.7pp | 69.0%-8.7pp | 73.4%-13.1pp |
| Annual return | 21.70% | 21.09%+0.6pp | 71.32%-49.6pp | 26.31%-4.6pp |
| Employer contribution / active EE | $748 | $833-10.2% | $1,984-62.3% | $2,707-72.4% |
| Participant deferral / active EE | $2,732 | $1,628+67.8% | $3,239-15.7% | $4,246-35.7% |
| Admin fee / account holder | $113 | $89+27.7% | $6,102-98.1% | $76+50.0% |