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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,362 |
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 | $160,047 | $59,191+170.4% | $76,767+108.5% | $56,289+184.3% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | -4.02% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+5.9pp |
| Employer contribution / active EE | $5,640 | $1,759+220.7% | $2,485+126.9% | $2,111+167.1% |
| Participant deferral / active EE | $6,242 | $3,255+91.8% | $3,852+62.1% | $3,350+86.3% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |