Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,698 | $64,909+98.3% | $82,312+56.4% | $62,293+106.6% |
| Participation rate | 58.3% | 74.9%-16.6pp | 76.9%-18.6pp | 69.5%-11.2pp |
| Annual return | 15.93% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,360 | $3,103-23.9% | $3,706-36.3% | $3,169-25.5% |
| Admin fee / account holder | $1 | $440-99.7% | $5,608-100.0% | $479-99.7% |