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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,171 | $76,551+19.1% | $123,894-26.4% | $62,881+45.0% |
| Participation rate | 55.1% | 73.0%-17.9pp | 81.4%-26.3pp | 69.3%-14.2pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $709 | $2,882-75.4% | $4,617-84.6% | $2,281-68.9% |
| Participant deferral / active EE | $4,813 | $4,840-0.6% | $5,984-19.6% | $3,203+50.3% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |