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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,476 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,420 | $49,249-1.7% | $70,476-31.3% | $79,852-39.4% |
| Participation rate | 74.4% | 69.2%+5.3pp | 75.1%-0.6pp | 69.6%+4.8pp |
| Annual return | 17.06% | 30.09%-13.0pp | 109.12%-92.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $890 | $2,100-57.6% | $2,738-67.5% | $2,471-64.0% |
| Participant deferral / active EE | $4,658 | $2,769+68.2% | $3,710+25.5% | $3,740+24.5% |
| Admin fee / account holder | $113 | $2,878-96.1% | $3,847-97.1% | $5,306-97.9% |