Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $3,085 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
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 | $38,206 | $39,245-2.6% | $64,105-40.4% | $52,331-27.0% |
| Participation rate | 84.4% | 58.2%+26.2pp | 68.2%+16.3pp | 68.1%+16.3pp |
| Annual return | -1.34% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $824 | $736+11.9% | $1,820-54.7% | $1,882-56.2% |
| Participant deferral / active EE | $2,688 | $1,992+35.0% | $2,822-4.7% | $3,022-11.1% |
| Admin fee / account holder | $19 | $592-96.8% | $4,499-99.6% | $592-96.8% |