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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,175 |
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 | $112,404 | $70,002+60.6% | $115,038-2.3% | $52,331+114.8% |
| Participation rate | 97.1% | 72.1%+25.0pp | 81.4%+15.7pp | 68.1%+29.0pp |
| Annual return | 0.13% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,605 | $2,715-40.9% | $4,608-65.2% | $1,882-14.7% |
| Participant deferral / active EE | $10,075 | $4,920+104.8% | $6,026+67.2% | $3,022+233.4% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |