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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,500 |
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 | $169,776 | $91,179+86.2% | $178,499-4.9% | $79,852+112.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.11% | 24.19%-6.1pp | 151.10%-133.0pp | 31.72%-13.6pp |
| Employer contribution / active EE | $7,564 | $3,256+132.3% | $5,011+50.9% | $2,471+206.1% |
| Participant deferral / active EE | $6,068 | $3,236+87.5% | $5,202+16.6% | $3,740+62.2% |
| Admin fee / account holder | $57 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |