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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $75,223 | $55,453+35.7% | $170,435-55.9% | $62,293+20.8% |
| Participation rate | 28.8% | 66.4%-37.6pp | 83.6%-54.8pp | 69.5%-40.7pp |
| Annual return | 20.12% | 21.38%-1.3pp | 205.94%-185.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $559 | $2,164-74.2% | $5,432-89.7% | $2,042-72.7% |
| Participant deferral / active EE | $1,150 | $2,303-50.1% | $4,939-76.7% | $3,169-63.7% |
| Admin fee / account holder | $668 | $455+46.8% | $13,881-95.2% | $479+39.4% |