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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $56,597 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,029 | $185,342-82.2% | $111,306-70.3% | $86,821-62.0% |
| Participation rate | 86.7% | 81.0%+5.8pp | 77.3%+9.4pp | 72.3%+14.4pp |
| Annual return | 10.98% | 500.80%-489.8pp | 54.67%-43.7pp | 97.94%-87.0pp |
| Employer contribution / active EE | $1,055 | $2,246-53.0% | $2,732-61.4% | $2,406-56.1% |
| Participant deferral / active EE | $3,193 | $4,458-28.4% | $4,488-28.9% | $4,132-22.7% |
| Admin fee / account holder | $164 | $255-35.8% | $7,966-97.9% | $170-3.3% |