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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,265 | $72,770-69.4% | $67,652-67.1% | $55,191-59.7% |
| Participation rate | 91.2% | 78.8%+12.4pp | 75.7%+15.6pp | 69.2%+22.1pp |
| Annual return | 2.23% | -3.26%+5.5pp | 6625.40%-6623.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,068 | $1,769-39.7% | $2,266-52.9% | $1,899-43.8% |
| Participant deferral / active EE | $2,991 | $3,408-12.3% | $3,560-16.0% | $3,046-1.8% |
| Admin fee / account holder | $12 | $79-84.7% | $4,821-99.7% | $91-86.7% |