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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,484 | $81,494-35.6% | $133,978-60.8% | $73,497-28.6% |
| Participation rate | 47.4% | 76.4%-29.0pp | 79.8%-32.5pp | 70.7%-23.3pp |
| Annual return | 21.75% | 19.40%+2.3pp | 45.10%-23.3pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,135 | $2,210-48.6% | $3,919-71.0% | $2,270-50.0% |
| Participant deferral / active EE | $2,419 | $3,787-36.1% | $5,047-52.1% | $3,740-35.3% |
| Admin fee / account holder | $122 | $713-82.9% | $8,930-98.6% | $513-76.2% |