Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,174 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,673 | $106,236-57.9% | $112,249-60.2% | $64,819-31.1% |
| Participation rate | 88.1% | 71.7%+16.4pp | 75.1%+13.0pp | 71.5%+16.6pp |
| Annual return | -16.28% | -6.02%-10.3pp | 27.48%-43.8pp | 32.84%-49.1pp |
| Employer contribution / active EE | $3,467 | $3,166+9.5% | $3,636-4.6% | $2,507+38.3% |
| Participant deferral / active EE | $7,761 | $3,785+105.1% | $4,729+64.1% | $4,311+80.0% |
| Admin fee / account holder | $141 | $452-68.8% | $6,412-97.8% | $188-25.0% |