Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,076 | $42,396-78.6% | $67,313-86.5% | $56,287-83.9% |
| Participation rate | 87.4% | 61.0%+26.4pp | 69.1%+18.3pp | 69.9%+17.5pp |
| Annual return | -6.59% | -36.63%+30.0pp | -4.08%-2.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $143 | $1,414-89.9% | $2,566-94.4% | $2,111-93.2% |
| Participant deferral / active EE | $1,988 | $2,360-15.8% | $3,568-44.3% | $3,350-40.7% |
| Admin fee / account holder | $69 | $510-86.4% | $4,507-98.5% | $521-86.7% |