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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,310 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,310 | $75,183+70.7% | $123,894+3.6% | $55,167+132.6% |
| Participation rate | 96.1% | 72.8%+23.3pp | 81.4%+14.7pp | 69.0%+27.1pp |
| Annual return | 8.49% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,832 | $5,084+93.4% | $5,984+64.3% | $3,054+221.9% |
| Admin fee / account holder | $10 | $663-98.4% | $8,357-99.9% | $504-97.9% |