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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,055 |
Filed as: COMMONWEALTH EQUITY SERVICES INC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $21,601 |
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 | $45,148 | $77,817-42.0% | $123,553-63.5% | $64,173-29.6% |
| Participation rate | 82.9% | 74.7%+8.1pp | 82.3%+0.6pp | 69.6%+13.3pp |
| Annual return | -6.43% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,437 | $3,014+14.0% | $4,628-25.7% | $2,381+44.4% |
| Participant deferral / active EE | $6,462 | $5,240+23.3% | $6,426+0.6% | $3,470+86.2% |
| Admin fee / account holder | $289 | $5,519-94.8% | $9,284-96.9% | $4,887-94.1% |