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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,986 |
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 | $183,128 | $65,378+180.1% | $87,103+110.2% | $65,186+180.9% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 21.79% | 31.28%-9.5pp | 28.19%-6.4pp | 29.39%-7.6pp |
| Employer contribution / active EE | $6,816 | $1,823+273.9% | $2,521+170.3% | $2,177+213.1% |
| Participant deferral / active EE | $7,757 | $3,389+128.9% | $4,049+91.6% | $3,514+120.7% |
| Admin fee / account holder | $11 | $520-97.9% | $7,491-99.9% | $847-98.7% |