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 | $38,712 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,287 | $47,648+100.0% | $130,660-27.1% | $67,582+41.0% |
| Participation rate | 95.6% | 60.4%+35.1pp | 71.7%+23.8pp | 71.3%+24.3pp |
| Annual return | 22.88% | 25.73%-2.9pp | 1709.29%-1686.4pp | 378.57%-355.7pp |
| Employer contribution / active EE | $1,404 | $1,408-0.2% | $4,092-65.7% | $2,148-34.6% |
| Participant deferral / active EE | $5,126 | $2,616+95.9% | $3,603+42.3% | $3,539+44.8% |
| Admin fee / account holder | $56 | $105-46.7% | $5,463-99.0% | $142-60.6% |