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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,345 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,922 | $47,977-75.1% | $154,111-92.3% | $56,287-78.8% |
| Participation rate | 81.7% | 66.2%+15.6pp | 83.0%-1.3pp | 69.9%+11.9pp |
| Annual return | 7.82% | 3.54%+4.3pp | 735.18%-727.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $384 | $2,169-82.3% | $5,298-92.8% | $2,111-81.8% |
| Participant deferral / active EE | $2,376 | $2,392-0.7% | $5,081-53.2% | $3,350-29.1% |
| Admin fee / account holder | $152 | $438-65.2% | $13,411-98.9% | $521-70.7% |