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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,700 |
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 | $24,311 | $70,917-65.7% | $98,920-75.4% | $73,497-66.9% |
| Participation rate | 92.9% | 73.8%+19.1pp | 76.0%+16.9pp | 70.7%+22.2pp |
| Annual return | 11.58% | 34.18%-22.6pp | 196.47%-184.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,312 | $2,037+13.5% | $2,689-14.0% | $2,270+1.9% |
| Participant deferral / active EE | $1,934 | $3,501-44.7% | $4,245-54.4% | $3,740-48.3% |
| Admin fee / account holder | $79 | $535-85.2% | $6,643-98.8% | $513-84.6% |