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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-4360318 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Other Fees | $37,971 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,255 | $112,750-20.8% | $103,464-13.7% | $74,546+19.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 17.31% | 23.22%-5.9pp | 23.91%-6.6pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $5,753 | $4,880+17.9% | $4,677+23.0% | $2,624+119.2% |
| Participant deferral / active EE | $8,626 | $7,289+18.3% | $6,624+30.2% | $4,347+98.4% |
| Admin fee / account holder | $278 | $1,702-83.7% | $9,410-97.0% | $1,944-85.7% |