Filed May 22, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,881 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,987 |
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 | $100,247 | $60,139+66.7% | $90,461+10.8% | $79,856+25.5% |
| Participation rate | 90.4% | 65.0%+25.4pp | 72.7%+17.7pp | 69.6%+20.7pp |
| Annual return | 13.02% | 71.96%-58.9pp | 1294.76%-1281.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $4,498 | $2,069+117.4% | $3,264+37.8% | $2,471+82.0% |
| Participant deferral / active EE | $5,639 | $2,939+91.9% | $3,964+42.3% | $3,741+50.8% |
| Admin fee / account holder | $100 | $3,978-97.5% | $5,617-98.2% | $5,306-98.1% |