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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $36,087 | $66,180-45.5% | $118,746-69.6% | $62,293-42.1% |
| Participation rate | 98.0% | 71.3%+26.8pp | 78.3%+19.8pp | 69.5%+28.5pp |
| Annual return | 16.69% | 60.89%-44.2pp | 24.54%-7.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,743 | $3,183-45.2% | $4,193-58.4% | $2,042-14.6% |
| Participant deferral / active EE | $3,638 | $4,247-14.3% | $5,332-31.8% | $3,169+14.8% |
| Admin fee / account holder | $23 | $753-96.9% | $10,720-99.8% | $479-95.2% |