| 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 | $54,245+97.5% | $93,727+14.3% | $77,762+37.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 6.68% | 30.58%-23.9pp | 133.83%-127.2pp | 31.27%-24.6pp |
| Employer contribution / active EE | $12,734 | $1,168+990.6% | $2,421+425.9% | $2,728+366.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $143 | $575-75.2% | $8,292-98.3% | $433-67.0% |