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 | $250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,488 | $63,924-6.9% | $108,582-45.2% | $55,167+7.8% |
| Participation rate | 82.6% | 74.3%+8.2pp | 79.6%+3.0pp | 69.0%+13.6pp |
| Annual return | 6.55% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,087 | $3,067+33.3% | $4,311-5.2% | $3,054+33.8% |
| Admin fee / account holder | $7,687 | $618+1144.5% | $7,645+0.5% | $504+1425.5% |