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 VILLIAGE, CO 80111 | Recordkeeping Fees | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,370 | $41,854-25.0% | $73,836-57.5% | $52,331-40.1% |
| Participation rate | 60.6% | 66.2%-5.6pp | 73.4%-12.8pp | 68.1%-7.5pp |
| Annual return | -1.60% | 2.11%-3.7pp | 2268.06%-2269.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $579 | $1,920-69.8% | $2,787-79.2% | $1,882-69.2% |
| Participant deferral / active EE | $1,660 | $2,498-33.5% | $3,583-53.7% | $3,022-45.1% |
| Admin fee / account holder | $38 | $493-92.2% | $4,882-99.2% | $592-93.5% |