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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $2,567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,263 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,607 | $33,745+722.7% | $64,105+333.1% | $55,191+403.0% |
| Participation rate | 3.7% | 59.4%-55.6pp | 68.2%-64.4pp | 69.2%-65.4pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,143 | $1,929-40.7% | $2,822-59.5% | $3,046-62.5% |
| Admin fee / account holder | $319 | $94+238.2% | $4,499-92.9% | $91+251.4% |