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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,247 | $66,302-40.8% | $110,243-64.4% | $56,287-30.3% |
| Participation rate | 45.6% | 74.9%-29.3pp | 79.8%-34.2pp | 69.9%-24.2pp |
| Annual return | -5.06% | -1.18%-3.9pp | 314.76%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,218 | $2,047-40.5% | $3,827-68.2% | $2,111-42.3% |
| Participant deferral / active EE | $2,882 | $3,381-14.8% | $4,672-38.3% | $3,350-14.0% |
| Admin fee / account holder | $1 | $698-99.8% | $8,548-100.0% | $521-99.7% |