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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,296 | $82,674+46.7% | $125,363-3.2% | $68,495+77.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.15%-588.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $12,293 | $3,382+263.5% | $4,815+155.3% | $2,596+373.5% |
| Participant deferral / active EE | $16,903 | $6,111+176.6% | $7,447+127.0% | $4,028+319.7% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |