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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,050 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,340 | $64,909-84.1% | $82,312-87.4% | $62,293-83.4% |
| Participation rate | 75.5% | 74.9%+0.6pp | 76.9%-1.4pp | 69.5%+6.0pp |
| Annual return | 25.04% | 21.18%+3.9pp | 25.88%-0.8pp | 28.90%-3.9pp |
| Employer contribution / active EE | $951 | $1,676-43.2% | $2,428-60.8% | $2,042-53.4% |
| Participant deferral / active EE | $2,494 | $3,103-19.6% | $3,706-32.7% | $3,169-21.3% |
| Admin fee / account holder | $14 | $440-96.8% | $5,608-99.7% | $479-97.1% |