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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,109 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $958 |
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 | $51,240 | $50,385+1.7% | $75,501-32.1% | $62,293-17.7% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.4%+27.2pp | 69.5%+30.1pp |
| Annual return | 16.96% | 19.90%-2.9pp | 27.35%-10.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,706 | $1,537+76.0% | $2,352+15.0% | $2,042+32.5% |
| Participant deferral / active EE | $3,306 | $2,445+35.2% | $3,142+5.2% | $3,169+4.3% |
| Admin fee / account holder | $58 | $384-84.9% | $5,801-99.0% | $479-87.9% |