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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,929 | $46,761-68.1% | $106,619-86.0% | $57,658-74.1% |
| Participation rate | 18.3% | 56.9%-38.6pp | 78.0%-59.7pp | 70.2%-52.0pp |
| Annual return | 282.55% | 15.77%+266.8pp | 9.42%+273.1pp | 5.13%+277.4pp |
| Employer contribution / active EE | $375 | $1,274-70.6% | $3,947-90.5% | $1,974-81.0% |
| Participant deferral / active EE | $532 | $1,954-72.8% | $3,930-86.5% | $3,061-82.6% |
| Admin fee / account holder | $1 | $97-98.9% | $6,418-100.0% | $95-98.9% |