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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,023 |
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 | $45,902 | $65,223-29.6% | $80,022-42.6% | $55,725-17.6% |
| Participation rate | 97.9% | 80.6%+17.4pp | 75.8%+22.1pp | 70.9%+27.1pp |
| Annual return | -4.42% | 7.59%-12.0pp | 11.22%-15.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,542 | $2,544+78.5% | $2,468+84.0% | $2,078+118.6% |
| Participant deferral / active EE | $3,305 | $3,881-14.8% | $3,686-10.3% | $3,356-1.5% |
| Admin fee / account holder | $129 | $114+12.9% | $6,521-98.0% | $115+11.9% |