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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,438 |
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 | $63,612 | $52,884+20.3% | $84,753-24.9% | $55,167+15.3% |
| Participation rate | 97.6% | 67.5%+30.1pp | 76.6%+21.0pp | 69.0%+28.6pp |
| Annual return | 7.31% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,912 | $2,233-14.4% | $3,574-46.5% | $1,963-2.6% |
| Participant deferral / active EE | $4,903 | $2,644+85.4% | $3,712+32.1% | $3,054+60.5% |
| Admin fee / account holder | $25 | $581-95.7% | $5,333-99.5% | $504-95.1% |