Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,112 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,578 | $79,523-47.7% | $140,019-70.3% | $56,289-26.1% |
| Participation rate | 90.7% | 85.7%+4.9pp | 87.5%+3.2pp | 69.9%+20.8pp |
| Annual return | -19.45% | 2.39%-21.8pp | 651.17%-670.6pp | -9.96%-9.5pp |
| Employer contribution / active EE | $2,183 | $3,350-34.8% | $5,605-61.1% | $2,111+3.4% |
| Participant deferral / active EE | $5,369 | $5,129+4.7% | $6,927-22.5% | $3,350+60.3% |
| Admin fee / account holder | $16 | $614-97.5% | $10,705-99.9% | $521-97.0% |