Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,032 | $37,196-65.0% | $154,111-91.5% | $55,725-76.6% |
| Participation rate | 34.5% | 64.1%-29.6pp | 83.0%-48.5pp | 70.9%-36.3pp |
| Annual return | 7.88% | 1319.68%-1311.8pp | 735.18%-727.3pp | 244.93%-237.0pp |
| Employer contribution / active EE | $282 | $1,614-82.5% | $5,298-94.7% | $2,078-86.4% |
| Participant deferral / active EE | $581 | $2,068-71.9% | $5,081-88.6% | $3,356-82.7% |
| Admin fee / account holder | $40 | $102-60.4% | $13,411-99.7% | $115-65.1% |