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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,368 |
CAPSOUTH PARTNERS1 year Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $21,740 |
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 | $40,692 | $74,347-45.3% | $93,614-56.5% | $67,579-39.8% |
| Participation rate | 94.2% | 80.6%+13.6pp | 75.8%+18.4pp | 71.3%+22.9pp |
| Annual return | 49.47% | 28.07%+21.4pp | 32.76%+16.7pp | 378.56%-329.1pp |
| Employer contribution / active EE | $1,897 | $2,583-26.6% | $2,718-30.2% | $2,148-11.7% |
| Participant deferral / active EE | $3,214 | $4,060-20.8% | $4,069-21.0% | $3,539-9.2% |
| Admin fee / account holder | $117 | $123-4.2% | $7,889-98.5% | $142-17.4% |