Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $69,486 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,024 | $60,545+75.1% | $92,240+14.9% | $69,631+52.3% |
| Participation rate | 93.7% | 72.2%+21.5pp | 76.5%+17.2pp | 70.7%+23.0pp |
| Annual return | 16.61% | 19.71%-3.1pp | 176.29%-159.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,936 | $2,633-26.5% | $3,680-47.4% | $2,032-4.7% |
| Participant deferral / active EE | $5,839 | $2,828+106.5% | $3,897+49.8% | $3,224+81.1% |
| Admin fee / account holder | $18 | $145-87.5% | $5,194-99.7% | $110-83.7% |