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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,995 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 29 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Legal | $1,109 |
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 | $83,339 | $54,590+52.7% | $81,716+2.0% | $73,493+13.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 15.81% | 17.74%-1.9pp | 29.49%-13.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,006 | $1,636+83.7% | $4,310-30.3% | $2,270+32.4% |
| Participant deferral / active EE | $4,819 | $2,759+74.7% | $7,108-32.2% | $3,740+28.9% |
| Admin fee / account holder | $65 | $592-89.0% | $5,159-98.7% | $513-87.3% |