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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,512 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $141,112 | $59,191+138.4% | $76,767+83.8% | $56,289+150.7% |
| Participation rate | 6.1% | 75.2%-69.2pp | 77.0%-70.9pp | 69.9%-63.8pp |
| Annual return | -9.07% | 6.62%-15.7pp | 2.43%-11.5pp | -9.96%+0.9pp |
| Employer contribution / active EE | $791 | $1,759-55.0% | $2,485-68.2% | $2,111-62.5% |
| Participant deferral / active EE | $2,026 | $3,255-37.8% | $3,852-47.4% | $3,350-39.5% |
| Admin fee / account holder | $188 | $489-61.5% | $6,675-97.2% | $521-63.9% |