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 | $191,240 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,023 | $78,429+13.5% | $95,968-7.2% | $79,859+11.5% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.0pp |
| Annual return | 11.86% | 19.38%-7.5pp | 91.65%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,120 | $1,946-42.4% | $2,542-55.9% | $2,471-54.7% |
| Participant deferral / active EE | $3,962 | $3,440+15.2% | $4,167-4.9% | $3,741+5.9% |
| Admin fee / account holder | $15 | $5,622-99.7% | $6,798-99.8% | $5,307-99.7% |