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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,726 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,302 | $79,438-69.4% | $106,554-77.2% | $79,389-69.4% |
| Participation rate | 93.6% | 74.2%+19.4pp | 76.1%+17.4pp | 70.7%+22.9pp |
| Annual return | 9.94% | 18.27%-8.3pp | 26.80%-16.9pp | 116.89%-107.0pp |
| Employer contribution / active EE | $2,199 | $2,235-1.6% | $2,819-22.0% | $2,428-9.4% |
| Participant deferral / active EE | $1,810 | $3,824-52.7% | $4,398-58.9% | $4,046-55.3% |
| Admin fee / account holder | $82 | $523-84.4% | $7,408-98.9% | $626-87.0% |