| Provider | Service type | Compensation |
|---|---|---|
R W & ASSOCIATES, PC1 year Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $27,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,138-100.0% | $84,029-100.0% | $65,188-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 69.0%-69.0pp | 70.2%-70.2pp |
| Annual return | 7.11% | 23.00%-15.9pp | 71.32%-64.2pp | 29.38%-22.3pp |
| Employer contribution / active EE | $4,721 | $914+416.7% | $1,984+138.0% | $2,177+116.9% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |