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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,054 | $94,833-88.3% | $75,696-85.4% | $86,799-87.3% |
| Participation rate | 53.6% | 79.1%-25.5pp | 74.8%-21.2pp | 72.3%-18.7pp |
| Annual return | 16.13% | 16.91%-0.8pp | 104.53%-88.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,007 | $2,904-65.3% | $2,743-63.3% | $2,405-58.2% |
| Participant deferral / active EE | $1,311 | $3,632-63.9% | $3,821-65.7% | $4,131-68.3% |
| Admin fee / account holder | $4 | $109-96.4% | $3,619-99.9% | $170-97.7% |