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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,009 |
Service code 10 · EIN 95-4345526 | Accounting | $8,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $440,603 | $46,182+854.1% | $170,435+158.5% | $69,634+532.7% |
| Participation rate | 86.9% | 63.9%+23.0pp | 83.6%+3.3pp | 70.7%+16.3pp |
| Annual return | 17.59% | 21.40%-3.8pp | 205.94%-188.3pp | 27572.26%-27554.7pp |
| Employer contribution / active EE | $24,993 | $1,610+1452.3% | $5,432+360.1% | $2,032+1129.8% |
| Participant deferral / active EE | $12,390 | $2,081+495.4% | $4,939+150.8% | $3,224+284.3% |
| Admin fee / account holder | $307 | $116+164.7% | $13,881-97.8% | $110+178.0% |