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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,442 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $57,874 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $12,010 |
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 | $127,740 | $58,101+119.9% | $118,914+7.4% | $73,412+74.0% |
| Participation rate | 92.4% | 56.1%+36.3pp | 75.4%+17.0pp | 72.2%+20.3pp |
| Annual return | 15.60% | 20.56%-5.0pp | 35.89%-20.3pp | 59.30%-43.7pp |
| Employer contribution / active EE | $4,775 | $1,445+230.4% | $3,264+46.3% | $2,234+113.8% |
| Participant deferral / active EE | $5,257 | $2,400+119.0% | $4,266+23.2% | $3,806+38.1% |
| Admin fee / account holder | $262 | $138+90.0% | $6,582-96.0% | $158+66.1% |