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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,138 |
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).
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 | $51,461 | $42,546+21.0% | $71,796-28.3% | $55,167-6.7% |
| Participation rate | 80.8% | 59.1%+21.6pp | 69.1%+11.7pp | 69.0%+11.8pp |
| Annual return | 14.09% | 12.36%+1.7pp | 78.04%-64.0pp | 169.23%-155.1pp |
| Employer contribution / active EE | $913 | $803+13.7% | $1,924-52.5% | $1,963-53.5% |
| Participant deferral / active EE | $3,250 | $2,064+57.4% | $2,794+16.3% | $3,054+6.4% |
| Admin fee / account holder | $127 | $650-80.4% | $4,815-97.4% | $504-74.8% |