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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,180 | $171,796-86.5% | $111,319-79.2% | $106,520-78.2% |
| Participation rate | 69.5% | 88.6%-19.1pp | 77.3%-7.8pp | 71.3%-1.8pp |
| Annual return | 95.30% | 18.62%+76.7pp | 54.68%+40.6pp | 19.28%+76.0pp |
| Employer contribution / active EE | $1,094 | $4,687-76.7% | $2,732-59.9% | $2,840-61.5% |
| Participant deferral / active EE | $4,522 | $7,845-42.4% | $4,488+0.8% | $4,948-8.6% |
| Admin fee / account holder | $45 | $69-35.1% | $7,966-99.4% | $75-39.5% |