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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,430 | $86,655+13.6% | $119,608-17.7% | $66,930+47.1% |
| Participation rate | 95.6% | 75.6%+20.1pp | 79.3%+16.4pp | 69.8%+25.8pp |
| Annual return | -16.88% | -8.00%-8.9pp | -14.98%-1.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,115 | $2,536-16.6% | $4,232-50.0% | $2,545-16.9% |
| Participant deferral / active EE | $8,034 | $4,358+84.4% | $5,601+43.4% | $4,238+89.6% |
| Admin fee / account holder | $190 | $755-74.8% | $10,326-98.2% | $593-68.0% |