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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,480 |
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 | $62,396 | $54,590+14.3% | $81,926-23.8% | $73,493-15.1% |
| Participation rate | 97.2% | 68.3%+28.8pp | 72.0%+25.2pp | 70.7%+26.5pp |
| Annual return | 12.61% | 17.74%-5.1pp | 29.49%-16.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $5,994 | $1,636+266.4% | $4,310+39.1% | $2,270+164.0% |
| Participant deferral / active EE | $3,596 | $2,759+30.3% | $7,108-49.4% | $3,740-3.8% |
| Admin fee / account holder | $8 | $592-98.7% | $5,159-99.9% | $513-98.5% |