Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 47-0098400 | Recordkeeping Fees | $17,975 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $276 |
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 | $73,125 | $52,967+38.1% | $172,753-57.7% | $65,186+12.2% |
| Participation rate | 62.6% | 66.2%-3.6pp | 82.6%-20.0pp | 70.2%-7.6pp |
| Annual return | 22.45% | 30.12%-7.7pp | 803.00%-780.6pp | 29.39%-6.9pp |
| Employer contribution / active EE | $2,926 | $2,190+33.6% | $5,144-43.1% | $2,177+34.4% |
| Participant deferral / active EE | $6,262 | $2,471+153.4% | $5,198+20.5% | $3,514+78.2% |
| Admin fee / account holder | $136 | $472-71.1% | $13,956-99.0% | $847-83.9% |