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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $334 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $38 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,830 | $54,590+33.4% | $81,726-10.9% | $73,497-0.9% |
| Participation rate | 80.6% | 68.3%+12.3pp | 72.0%+8.6pp | 70.7%+10.0pp |
| Annual return | 15.40% | 17.74%-2.3pp | 29.49%-14.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,045 | $1,636-36.1% | $4,311-75.8% | $2,270-54.0% |
| Participant deferral / active EE | $2,115 | $2,759-23.3% | $7,108-70.2% | $3,740-43.4% |
| Admin fee / account holder | $106 | $592-82.1% | $5,160-98.0% | $513-79.4% |