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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,188 | $127,481-89.7% | $149,730-91.2% | $90,274-85.4% |
| Participation rate | 44.8% | 78.2%-33.5pp | 82.5%-37.7pp | 73.4%-28.6pp |
| Annual return | 20.25% | 57.78%-37.5pp | 276.70%-256.4pp | 53.97%-33.7pp |
| Employer contribution / active EE | $986 | $3,448-71.4% | $4,645-78.8% | $2,523-60.9% |
| Participant deferral / active EE | $1,153 | $6,975-83.5% | $6,843-83.2% | $4,231-72.8% |
| Admin fee / account holder | $109 | $152-27.8% | $9,310-98.8% | $114-4.0% |