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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,667 | $51,466-17.1% | $78,778-45.8% | $62,293-31.5% |
| Participation rate | 34.6% | 59.8%-25.1pp | 69.2%-34.5pp | 69.5%-34.9pp |
| Annual return | 14.22% | 19.96%-5.7pp | 35.62%-21.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $200 | $827-75.8% | $1,986-89.9% | $2,042-90.2% |
| Participant deferral / active EE | $1,159 | $2,147-46.0% | $2,958-60.8% | $3,169-63.4% |
| Admin fee / account holder | $118 | $489-76.0% | $5,134-97.7% | $479-75.5% |