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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $199,034 |
Service code 27 1180 W PEACHTREE ST STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,101 | $73,367-42.6% | $121,220-65.3% | $73,367-42.6% |
| Participation rate | 21.8% | 69.5%-47.6pp | 71.8%-49.9pp | 69.5%-47.6pp |
| Annual return | -4.78% | 173.45%-178.2pp | 16.94%-21.7pp | 173.45%-178.2pp |
| Employer contribution / active EE | $464 | $2,499-81.4% | $4,023-88.5% | $2,499-81.4% |
| Participant deferral / active EE | $637 | $4,033-84.2% | $3,345-80.9% | $4,033-84.2% |
| Admin fee / account holder | $74 | $68+7.5% | $5,021-98.5% | $68+7.5% |