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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,160 | $61,473-36.3% | $81,926-52.2% | $73,412-46.7% |
| Participation rate | 93.8% | 72.4%+21.4pp | 72.0%+21.8pp | 72.2%+21.7pp |
| Annual return | 14.66% | 28.26%-13.6pp | 29.49%-14.8pp | 59.30%-44.6pp |
| Employer contribution / active EE | $2,012 | $1,898+6.0% | $4,310-53.3% | $2,234-9.9% |
| Participant deferral / active EE | $3,256 | $3,080+5.7% | $7,108-54.2% | $3,806-14.4% |
| Admin fee / account holder | $100 | $125-20.3% | $5,159-98.1% | $158-36.6% |