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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,449 |
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 | $48,483 | $42,548+13.9% | $74,549-35.0% | $56,287-13.9% |
| Participation rate | 83.2% | 60.5%+22.8pp | 69.1%+14.1pp | 69.9%+13.4pp |
| Annual return | -7.39% | 12.40%-19.8pp | 32.53%-39.9pp | -9.96%+2.6pp |
| Employer contribution / active EE | $826 | $855-3.3% | $1,961-57.9% | $2,111-60.9% |
| Participant deferral / active EE | $2,683 | $2,277+17.8% | $3,108-13.7% | $3,350-19.9% |
| Admin fee / account holder | $181 | $467-61.2% | $5,059-96.4% | $521-65.2% |