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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,440 |
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 | $56,164 | $43,504+29.1% | $68,793-18.4% | $56,287-0.2% |
| Participation rate | 97.4% | 67.8%+29.5pp | 72.2%+25.2pp | 69.9%+27.5pp |
| Annual return | -6.30% | -3.15%-3.2pp | -4.63%-1.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $5,866 | $1,525+284.6% | $2,625+123.5% | $2,111+177.9% |
| Participant deferral / active EE | $3,571 | $2,509+42.3% | $3,311+7.8% | $3,350+6.6% |
| Admin fee / account holder | $14 | $515-97.2% | $5,131-99.7% | $521-97.2% |