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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $46,363 |
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 | $107,806 | $81,474+32.3% | $133,971-19.5% | $73,493+46.7% |
| Participation rate | 98.7% | 76.4%+22.3pp | 79.8%+18.9pp | 70.7%+28.0pp |
| Annual return | 6.02% | 19.40%-13.4pp | 45.09%-39.1pp | 28.51%-22.5pp |
| Employer contribution / active EE | $2,161 | $2,209-2.2% | $3,919-44.8% | $2,270-4.8% |
| Participant deferral / active EE | $7,109 | $3,786+87.8% | $5,047+40.9% | $3,740+90.1% |
| Admin fee / account holder | $251 | $713-64.9% | $8,929-97.2% | $513-51.2% |