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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,106 |
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 | $112,724 | $66,650+69.1% | $92,915+21.3% | $67,582+66.8% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.6pp |
| Annual return | 19.95% | 92.64%-72.7pp | 109.45%-89.5pp | 378.57%-358.6pp |
| Employer contribution / active EE | $1,983 | $2,777-28.6% | $3,653-45.7% | $2,148-7.7% |
| Participant deferral / active EE | $5,920 | $3,160+87.4% | $4,238+39.7% | $3,539+67.3% |
| Admin fee / account holder | $20 | $199-89.9% | $5,796-99.7% | $142-85.9% |