Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $78,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,825 | $53,512+21.1% | $189,611-65.8% | $93,010-30.3% |
| Participation rate | 92.6% | 67.3%+25.3pp | 78.5%+14.2pp | 73.9%+18.7pp |
| Annual return | 18.26% | 20.32%-2.1pp | 64.20%-45.9pp | 158.70%-140.4pp |
| Employer contribution / active EE | $2,579 | $1,429+80.4% | $4,413-41.6% | $2,705-4.7% |
| Participant deferral / active EE | $4,444 | $3,748+18.5% | $6,174-28.0% | $4,561-2.6% |
| Admin fee / account holder | $12 | $95-87.9% | $9,808-99.9% | $152-92.4% |