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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,921 | $42,548+52.6% | $74,551-12.9% | $56,289+15.3% |
| Participation rate | 94.8% | 60.5%+34.3pp | 69.1%+25.6pp | 69.9%+24.9pp |
| Annual return | -6.88% | 12.40%-19.3pp | 32.53%-39.4pp | -9.96%+3.1pp |
| Employer contribution / active EE | $799 | $855-6.6% | $1,961-59.3% | $2,111-62.2% |
| Participant deferral / active EE | $2,072 | $2,277-9.0% | $3,108-33.3% | $3,350-38.2% |
| Admin fee / account holder | $39 | $467-91.6% | $5,059-99.2% | $521-92.5% |