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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,529 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,849 | $65,592-54.5% | $90,161-66.9% | $69,631-57.1% |
| Participation rate | 89.9% | 77.6%+12.2pp | 76.9%+13.0pp | 70.7%+19.2pp |
| Annual return | 25.26% | 57.10%-31.8pp | 34.89%-9.6pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $350 | $2,193-84.0% | $3,318-89.5% | $2,032-82.8% |
| Participant deferral / active EE | $9,023 | $5,257+71.6% | $5,287+70.7% | $3,224+179.9% |
| Admin fee / account holder | $6 | $86-93.1% | $5,943-99.9% | $110-94.6% |