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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,357 |
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 | $33,937 | $46,173-26.5% | $170,435-80.1% | $69,631-51.3% |
| Participation rate | 85.0% | 63.9%+21.1pp | 83.6%+1.4pp | 70.7%+14.3pp |
| Annual return | 18.39% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,235 | $1,610-23.3% | $5,432-77.3% | $2,032-39.2% |
| Participant deferral / active EE | $2,958 | $2,080+42.2% | $4,939-40.1% | $3,224-8.3% |
| Admin fee / account holder | $88 | $116-23.8% | $13,881-99.4% | $110-20.0% |