| Provider | Service type | Compensation |
|---|---|---|
R W & ASSOCIATES, PC3 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $29,000 |
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 | $88,450 | $59,220+49.4% | $96,583-8.4% | $79,395+11.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 15.69% | 27.08%-11.4pp | 37.79%-22.1pp | 116.90%-101.2pp |
| Employer contribution / active EE | $6,726 | $1,216+453.0% | $2,357+185.3% | $2,428+177.0% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $119 | $659-81.9% | $6,184-98.1% | $626-81.0% |