| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,477 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,814 | $75,284-51.1% | $91,004-59.5% | $69,634-47.1% |
| Participation rate | 80.7% | 80.4%+0.3pp | 75.6%+5.1pp | 70.7%+10.0pp |
| Annual return | 0.00% | 48.40%-48.4pp | 4.60%-4.6pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $1,421 | $2,473-42.5% | $2,456-42.1% | $2,032-30.1% |
| Participant deferral / active EE | $2,186 | $3,700-40.9% | $3,548-38.4% | $3,224-32.2% |
| Admin fee / account holder | $72 | $111-35.2% | $5,417-98.7% | $110-35.1% |