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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,048 |
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 | $153,952 | $75,183+104.8% | $123,894+24.3% | $55,167+179.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 81.4%+8.6pp | 69.0%+21.1pp |
| Annual return | 8.00% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,132 | $2,823+10.9% | $4,617-32.2% | $1,963+59.6% |
| Participant deferral / active EE | $6,091 | $5,084+19.8% | $5,984+1.8% | $3,054+99.4% |
| Admin fee / account holder | $154 | $663-76.8% | $8,357-98.2% | $504-69.5% |