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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,089 | $23,385-22.6% | $69,182-73.9% | $57,658-68.6% |
| Participation rate | 28.9% | 37.9%-9.0pp | 55.1%-26.2pp | 70.2%-41.4pp |
| Annual return | 7.78% | -659.34%+667.1pp | -21.93%+29.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $228 | $422-45.9% | $1,206-81.1% | $1,974-88.4% |
| Participant deferral / active EE | $499 | $843-40.8% | $1,897-73.7% | $3,061-83.7% |
| Admin fee / account holder | $15 | $82-81.5% | $2,697-99.4% | $95-83.9% |