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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,219 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $88,628 | $66,302+33.7% | $110,243-19.6% | $56,287+57.5% |
| Participation rate | 95.4% | 74.9%+20.5pp | 79.8%+15.6pp | 69.9%+25.5pp |
| Annual return | -0.91% | -1.18%+0.3pp | 314.76%-315.7pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,388 | $2,047-32.2% | $3,827-63.7% | $2,111-34.3% |
| Participant deferral / active EE | $5,799 | $3,381+71.5% | $4,672+24.1% | $3,350+73.1% |
| Admin fee / account holder | $7 | $698-99.0% | $8,548-99.9% | $521-98.7% |