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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,407 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,826 | $49,138-45.4% | $84,020-68.1% | $65,185-58.8% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 70.2%-0.2pp |
| Annual return | 18.82% | 23.00%-4.2pp | 71.31%-52.5pp | 29.38%-10.6pp |
| Employer contribution / active EE | $968 | $914+6.0% | $1,984-51.2% | $2,177-55.5% |
| Participant deferral / active EE | $2,135 | $2,397-10.9% | $3,239-34.1% | $3,514-39.2% |
| Admin fee / account holder | $70 | $543-87.1% | $6,101-98.9% | $847-91.8% |