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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,249 | $55,636-38.4% | $81,982-58.2% | $73,497-53.4% |
| Participation rate | 31.1% | 62.3%-31.2pp | 69.3%-38.2pp | 70.7%-39.6pp |
| Annual return | 18.43% | 19.07%-0.6pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,172 | $2,762-57.6% | $3,722-68.5% | $3,740-68.7% |
| Admin fee / account holder | $128 | $493-73.9% | $5,665-97.7% | $513-75.0% |