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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $77,928 | $49,138+58.6% | $84,021-7.3% | $65,185+19.5% |
| Participation rate | 59.3% | 60.7%-1.5pp | 69.0%-9.7pp | 70.2%-10.9pp |
| Annual return | 23.78% | 23.00%+0.8pp | 71.32%-47.5pp | 29.38%-5.6pp |
| Employer contribution / active EE | $918 | $914+0.5% | $1,984-53.7% | $2,177-57.8% |
| Participant deferral / active EE | $4,983 | $2,397+107.9% | $3,239+53.9% | $3,514+41.8% |
| Admin fee / account holder | $209 | $543-61.4% | $6,102-96.6% | $847-75.3% |