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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $78,707-100.0% | $117,861-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 19.67% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,518 | $2,223+13.2% | $3,786-33.5% | $2,343+7.5% |
| Participant deferral / active EE | $8,936 | $3,297+171.0% | $4,482+99.4% | $3,332+168.2% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |