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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,023 |
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 | $151,820 | $60,165+152.3% | $74,184+104.7% | $55,167+175.2% |
| Participation rate | 98.7% | 74.2%+24.5pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | 8.51% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $5,645 | $1,600+252.9% | $2,370+138.2% | $1,963+187.6% |
| Participant deferral / active EE | $6,076 | $2,973+104.4% | $3,550+71.2% | $3,054+99.0% |
| Admin fee / account holder | $13 | $419-96.8% | $5,586-99.8% | $504-97.4% |