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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,638 |
COE ADMINISTRATORS, LLC1+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,174 | $50,464-62.0% | $75,784-74.7% | $52,331-63.4% |
| Participation rate | 14.6% | 66.8%-52.2pp | 75.8%-61.2pp | 68.1%-53.5pp |
| Annual return | 15.02% | 1.03%+14.0pp | 9.68%+5.3pp | 4.54%+10.5pp |
| Employer contribution / active EE | $1,044 | $1,988-47.5% | $3,323-68.6% | $1,882-44.5% |
| Participant deferral / active EE | $1,840 | $2,570-28.4% | $3,652-49.6% | $3,022-39.1% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,300-99.8% | $592-98.2% |