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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,547 |
Service code 27 | Advisory (Plan) | $10,409 |
Service code 13 | Contract Administrator | $1,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,815 | $69,383-38.3% | $101,271-57.7% | $73,493-41.7% |
| Participation rate | 46.0% | 68.4%-22.4pp | 75.8%-29.8pp | 70.7%-24.7pp |
| Annual return | 14.44% | 18.46%-4.0pp | 46.48%-32.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $676 | $2,628-74.3% | $3,660-81.5% | $2,270-70.2% |
| Participant deferral / active EE | $1,983 | $3,301-39.9% | $4,371-54.6% | $3,740-47.0% |
| Admin fee / account holder | $330 | $704-53.2% | $5,948-94.5% | $513-35.8% |