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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $2,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,604 | $39,245+31.5% | $64,105-19.5% | $52,331-1.4% |
| Participation rate | 37.1% | 58.2%-21.1pp | 68.2%-31.1pp | 68.1%-31.0pp |
| Annual return | -2.28% | 14.79%-17.1pp | 791.24%-793.5pp | 4.54%-6.8pp |
| Employer contribution / active EE | $455 | $736-38.2% | $1,820-75.0% | $1,882-75.8% |
| Participant deferral / active EE | $2,423 | $1,992+21.6% | $2,822-14.1% | $3,022-19.8% |
| Admin fee / account holder | $82 | $592-86.2% | $4,499-98.2% | $592-86.2% |