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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,726 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,674 | $44,873-9.4% | $79,467-48.8% | $56,289-27.7% |
| Participation rate | 41.0% | 68.7%-27.8pp | 73.3%-32.4pp | 69.9%-28.9pp |
| Annual return | -5.91% | 0.81%-6.7pp | 718.30%-724.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $143 | $2,140-93.3% | $2,800-94.9% | $2,111-93.2% |
| Participant deferral / active EE | $1,967 | $2,746-28.4% | $3,704-46.9% | $3,350-41.3% |
| Admin fee / account holder | $22 | $418-94.7% | $5,104-99.6% | $521-95.8% |