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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,906 | $48,064-46.1% | $78,778-67.1% | $69,631-62.8% |
| Participation rate | 14.7% | 61.6%-46.9pp | 69.2%-54.5pp | 70.7%-56.0pp |
| Annual return | 15.12% | 21.81%-6.7pp | 35.62%-20.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $187 | $744-74.8% | $1,986-90.6% | $2,032-90.8% |
| Participant deferral / active EE | $588 | $2,079-71.7% | $2,958-80.1% | $3,224-81.7% |
| Admin fee / account holder | $0 | $152-99.9% | $5,134-100.0% | $110-99.9% |