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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,287 |
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 | $33,212 | $69,305-52.1% | $82,312-59.7% | $69,631-52.3% |
| Participation rate | 91.8% | 80.3%+11.5pp | 76.9%+14.9pp | 70.7%+21.1pp |
| Annual return | 15.62% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,087 | $1,887-42.4% | $2,428-55.2% | $2,032-46.5% |
| Participant deferral / active EE | $2,957 | $3,568-17.1% | $3,706-20.2% | $3,224-8.3% |
| Admin fee / account holder | $11 | $97-88.8% | $5,608-99.8% | $110-90.1% |