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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,831 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,535 | $86,332+3.7% | $125,180-28.5% | $65,185+37.4% |
| Participation rate | 97.4% | 75.3%+22.1pp | 79.8%+17.7pp | 70.2%+27.2pp |
| Annual return | 14.63% | 27.43%-12.8pp | 43.79%-29.2pp | 29.38%-14.8pp |
| Employer contribution / active EE | $1,476 | $2,040-27.6% | $3,866-61.8% | $2,177-32.2% |
| Participant deferral / active EE | $5,886 | $3,537+66.4% | $4,937+19.2% | $3,514+67.5% |
| Admin fee / account holder | $9 | $609-98.6% | $9,703-99.9% | $847-99.0% |