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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,316 | $73,638-5.9% | $108,405-36.1% | $79,391-12.7% |
| Participation rate | 99.1% | 77.4%+21.7pp | 80.1%+19.0pp | 70.7%+28.4pp |
| Annual return | 0.00% | 33.27%-33.3pp | 905.55%-905.5pp | 116.88%-116.9pp |
| Employer contribution / active EE | $1,081 | $2,397-54.9% | $3,559-69.6% | $2,428-55.5% |
| Participant deferral / active EE | $2,929 | $6,218-52.9% | $6,563-55.4% | $4,046-27.6% |
| Admin fee / account holder | $0 | $638-100.0% | $7,297-100.0% | $627-100.0% |