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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,988 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,402 | $57,921-71.7% | $84,753-80.6% | $57,658-71.6% |
| Participation rate | 53.6% | 72.9%-19.4pp | 76.6%-23.0pp | 70.2%-16.7pp |
| Annual return | 7.25% | 10.24%-3.0pp | 22.78%-15.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,156 | $2,598-55.5% | $3,574-67.7% | $1,974-41.5% |
| Participant deferral / active EE | $2,375 | $2,742-13.4% | $3,712-36.0% | $3,061-22.4% |
| Admin fee / account holder | $21 | $130-83.4% | $5,333-99.6% | $95-77.3% |