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| Provider | Service type | Compensation |
|---|---|---|
R W & ASSOCIATES, PC6 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $43,300 |
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 | $107,156 | $54,193+97.7% | $93,669+14.4% | $77,714+37.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 6.68% | 30.54%-23.9pp | 133.59%-126.9pp | 31.26%-24.6pp |
| Employer contribution / active EE | $12,734 | $1,168+990.3% | $2,424+425.4% | $2,727+367.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $143 | $576-75.2% | $8,291-98.3% | $433-67.0% |