Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,100 |
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 | $22,402 | $66,319-66.2% | $93,621-76.1% | $65,186-65.6% |
| Participation rate | 98.2% | 74.0%+24.2pp | 75.8%+22.3pp | 70.2%+28.0pp |
| Annual return | 19.80% | 42.59%-22.8pp | 32.76%-13.0pp | 29.39%-9.6pp |
| Employer contribution / active EE | $2,083 | $2,013+3.5% | $2,719-23.4% | $2,177-4.3% |
| Participant deferral / active EE | $1,827 | $3,343-45.3% | $4,070-55.1% | $3,514-48.0% |
| Admin fee / account holder | $73 | $6,900-98.9% | $7,890-99.1% | $847-91.4% |