Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $17,534 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,225 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $8,574 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $803 |
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 | $63,871 | $118,971-46.3% | $112,977-43.5% | $73,497-13.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 14.79% | 17.79%-3.0pp | 24.24%-9.5pp | 28.51%-13.7pp |
| Employer contribution / active EE | $6,011 | $4,091+47.0% | $4,255+41.3% | $2,270+164.8% |
| Participant deferral / active EE | $7,017 | $6,133+14.4% | $5,836+20.2% | $3,740+87.6% |
| Admin fee / account holder | $254 | $573-55.6% | $6,294-96.0% | $513-50.4% |