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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,175 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $3,851 |
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 | $52,118 | $42,548+22.5% | $74,551-30.1% | $56,289-7.4% |
| Participation rate | 84.3% | 60.5%+23.8pp | 69.1%+15.1pp | 69.9%+14.4pp |
| Annual return | -4.29% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $917 | $855+7.2% | $1,961-53.3% | $2,111-56.6% |
| Participant deferral / active EE | $3,915 | $2,277+71.9% | $3,108+25.9% | $3,350+16.9% |
| Admin fee / account holder | $114 | $467-75.6% | $5,059-97.8% | $521-78.2% |