Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $280,617 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $48,750 |
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 | $42,081 | $44,989-6.5% | $170,435-75.3% | $77,958-46.0% |
| Participation rate | 54.6% | 64.6%-10.0pp | 83.6%-29.0pp | 71.6%-17.0pp |
| Annual return | 24.97% | 19.61%+5.4pp | 205.94%-181.0pp | 20.87%+4.1pp |
| Employer contribution / active EE | $3,041 | $1,466+107.4% | $5,432-44.0% | $2,310+31.6% |
| Participant deferral / active EE | $3,416 | $2,208+54.8% | $4,939-30.8% | $3,537-3.4% |
| Admin fee / account holder | $109 | $69+57.8% | $13,881-99.2% | $97+11.7% |