Filed November 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $72,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,939 | $45,324+89.6% | $122,332-29.7% | $69,631+23.4% |
| Participation rate | 58.4% | 59.9%-1.6pp | 71.6%-13.3pp | 70.7%-12.3pp |
| Annual return | 16.76% | 25.35%-8.6pp | 30.27%-13.5pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $843 | $1,230-31.5% | $4,050-79.2% | $2,032-58.5% |
| Participant deferral / active EE | $2,970 | $2,367+25.5% | $3,287-9.7% | $3,224-7.9% |
| Admin fee / account holder | $104 | $87+19.4% | $5,478-98.1% | $110-5.9% |