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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping | $4,256 |
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 | $181,285 | $64,909+179.3% | $82,312+120.2% | $62,293+191.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.92% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $5,793 | $1,676+245.6% | $2,428+138.5% | $2,042+183.6% |
| Participant deferral / active EE | $6,308 | $3,103+103.3% | $3,706+70.2% | $3,169+99.0% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |