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| Provider | Service type | Compensation |
|---|---|---|
R W & ASSOCIATES, PC4 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $31,600 |
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 | $106,868 | $49,451+116.1% | $79,576+34.3% | $66,930+59.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 22.70% | 84.25%-61.6pp | 0.15%+22.6pp | 1.57%+21.1pp |
| Employer contribution / active EE | $7,759 | $1,266+513.1% | $2,413+221.5% | $2,545+204.9% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $128 | $595-78.5% | $6,834-98.1% | $593-78.4% |