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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,647 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,452 | $58,093-78.6% | $80,022-84.4% | $56,289-77.9% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.8%+20.2pp | 69.9%+26.2pp |
| Annual return | -7.51% | 34.63%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,088 | $1,933+8.0% | $2,468-15.4% | $2,111-1.1% |
| Participant deferral / active EE | $1,493 | $3,136-52.4% | $3,686-59.5% | $3,350-55.4% |
| Admin fee / account holder | $47 | $623-92.4% | $6,521-99.3% | $521-90.9% |