Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 90 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,237 | $53,412-11.6% | $68,509-31.0% | $52,331-9.7% |
| Participation rate | 84.9% | 71.7%+13.2pp | 74.7%+10.1pp | 68.1%+16.8pp |
| Annual return | -1.44% | 3.42%-4.9pp | 8.27%-9.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $5,085 | $1,607+216.4% | $2,278+123.2% | $1,882+170.2% |
| Participant deferral / active EE | $3,716 | $2,688+38.3% | $3,382+9.9% | $3,022+23.0% |
| Admin fee / account holder | $7 | $461-98.4% | $5,275-99.9% | $592-98.7% |