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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
COE ADMINISTRATORS, LLC2+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,153 | $52,884-46.8% | $84,753-66.8% | $55,167-49.0% |
| Participation rate | 8.7% | 67.5%-58.8pp | 76.6%-67.9pp | 69.0%-60.3pp |
| Annual return | 6.18% | 18.03%-11.9pp | 22.78%-16.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $632 | $2,233-71.7% | $3,574-82.3% | $1,963-67.8% |
| Participant deferral / active EE | $1,112 | $2,644-57.9% | $3,712-70.0% | $3,054-63.6% |
| Admin fee / account holder | $15 | $581-97.4% | $5,333-99.7% | $504-97.0% |