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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $848 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $172,028 | $75,962+126.5% | $154,111+11.6% | $64,173+168.1% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -5.26% | 30.32%-35.6pp | 735.18%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $8,735 | $3,350+160.8% | $5,298+64.9% | $2,381+266.9% |
| Participant deferral / active EE | $6,180 | $3,175+94.7% | $5,081+21.6% | $3,470+78.1% |
| Admin fee / account holder | $7 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |