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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,414 |
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 | $167,659 | $89,652+87.0% | $141,177+18.8% | $65,185+157.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.23% | 32.79%-7.6pp | 71.40%-46.2pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,514 | $3,065-50.6% | $4,736-68.0% | $2,177-30.4% |
| Participant deferral / active EE | $11,408 | $5,691+100.4% | $6,710+70.0% | $3,514+224.6% |
| Admin fee / account holder | $9 | $569-98.3% | $10,263-99.9% | $847-98.9% |