Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $64,615 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,193 |
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 | $142,318 | $65,378+117.7% | $87,102+63.4% | $65,188+118.3% |
| Participation rate | 64.4% | 75.3%-11.0pp | 76.9%-12.5pp | 70.2%-5.8pp |
| Annual return | 28.47% | 31.28%-2.8pp | 28.19%+0.3pp | 29.38%-0.9pp |
| Employer contribution / active EE | $148 | $1,823-91.9% | $2,521-94.1% | $2,177-93.2% |
| Participant deferral / active EE | $2,466 | $3,389-27.2% | $4,048-39.1% | $3,514-29.8% |
| Admin fee / account holder | $7 | $520-98.6% | $7,493-99.9% | $847-99.1% |