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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,632 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $38,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,014 | $51,466+20.5% | $78,778-21.3% | $62,293-0.4% |
| Participation rate | 65.7% | 59.8%+5.9pp | 69.2%-3.5pp | 69.5%-3.8pp |
| Annual return | 11.82% | 19.96%-8.1pp | 35.62%-23.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $277 | $827-66.5% | $1,986-86.0% | $2,042-86.4% |
| Participant deferral / active EE | $2,858 | $2,147+33.1% | $2,958-3.4% | $3,169-9.8% |
| Admin fee / account holder | $327 | $489-33.2% | $5,134-93.6% | $479-31.8% |