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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,956 |
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 | $151,122 | $80,753+87.1% | $136,298+10.9% | $62,293+142.6% |
| Participation rate | 96.0% | 73.5%+22.4pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 16.53% | 35.83%-19.3pp | 5156.27%-5139.7pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,514 | $2,884-12.8% | $4,696-46.5% | $2,042+23.1% |
| Participant deferral / active EE | $6,201 | $5,164+20.1% | $6,247-0.7% | $3,169+95.7% |
| Admin fee / account holder | $165 | $525-68.7% | $9,244-98.2% | $479-65.7% |