Filed May 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
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 | $86,122 | $54,763+57.3% | $90,324-4.7% | $72,976+18.0% |
| Participation rate | 83.6% | 65.2%+18.5pp | 73.3%+10.3pp | 69.5%+14.1pp |
| Annual return | 22.54% | 30.63%-8.1pp | 78.15%-55.6pp | 81.02%-58.5pp |
| Employer contribution / active EE | $4,402 | $2,093+110.3% | $2,856+54.1% | $2,440+80.4% |
| Participant deferral / active EE | $6,384 | $2,887+121.1% | $3,885+64.3% | $3,608+77.0% |
| Admin fee / account holder | $16 | $3,973-99.6% | $5,356-99.7% | $5,124-99.7% |