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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,836 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,798 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,692 | $73,404-58.2% | $87,103-64.8% | $67,582-54.6% |
| Participation rate | 84.8% | 80.9%+4.0pp | 76.9%+7.9pp | 71.3%+13.5pp |
| Annual return | 20.75% | 48.29%-27.5pp | 28.19%-7.4pp | 378.57%-357.8pp |
| Employer contribution / active EE | $465 | $2,014-76.9% | $2,521-81.6% | $2,148-78.4% |
| Participant deferral / active EE | $2,843 | $3,913-27.3% | $4,049-29.8% | $3,539-19.7% |
| Admin fee / account holder | $179 | $142+26.2% | $7,491-97.6% | $142+25.6% |