Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $52,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,109 | $38,058+52.7% | $169,452-65.7% | $75,289-22.8% |
| Participation rate | 65.7% | 65.1%+0.5pp | 77.8%-12.1pp | 72.4%-6.8pp |
| Annual return | -2.06% | -2.88%+0.8pp | 1.83%-3.9pp | -0.04%-2.0pp |
| Employer contribution / active EE | $2,388 | $1,478+61.5% | $4,157-42.5% | $2,405-0.7% |
| Participant deferral / active EE | $3,507 | $3,201+9.6% | $5,277-33.5% | $3,739-6.2% |
| Admin fee / account holder | $11 | $85-86.9% | $9,110-99.9% | $102-89.0% |