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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,011 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $32,374 |
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 | $59,500 | $80,177-25.8% | $123,894-52.0% | $57,658+3.2% |
| Participation rate | 80.9% | 74.4%+6.4pp | 81.4%-0.5pp | 70.2%+10.7pp |
| Annual return | 10.20% | 17.90%-7.7pp | 47.52%-37.3pp | 5.13%+5.1pp |
| Employer contribution / active EE | $4,237 | $2,913+45.5% | $4,617-8.2% | $1,974+114.7% |
| Participant deferral / active EE | $10,992 | $5,130+114.3% | $5,984+83.7% | $3,061+259.2% |
| Admin fee / account holder | $179 | $106+68.8% | $8,357-97.9% | $95+89.9% |