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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 | $112,932-21.0% | $103,065-13.4% | $74,478+19.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.6%+19.4pp | 67.2%+32.8pp |
| Annual return | 17.31% | 23.24%-5.9pp | 23.95%-6.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $5,753 | $4,881+17.9% | $4,675+23.0% | $2,626+119.0% |
| Participant deferral / active EE | $8,626 | $7,279+18.5% | $6,625+30.2% | $4,350+98.3% |
| Admin fee / account holder | $278 | $1,707-83.7% | $9,349-97.0% | $1,946-85.7% |