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 | $4,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,830 | $56,171-86.1% | $108,745-92.8% | $55,167-85.8% |
| Participation rate | 42.1% | 70.7%-28.6pp | 77.7%-35.6pp | 69.0%-26.9pp |
| Annual return | 107.28% | 214.86%-107.6pp | 46.22%+61.1pp | 169.23%-62.0pp |
| Employer contribution / active EE | $736 | $2,153-65.8% | $3,323-77.9% | $1,963-62.5% |
| Participant deferral / active EE | $1,028 | $3,437-70.1% | $5,121-79.9% | $3,054-66.3% |
| Admin fee / account holder | $66 | $302-78.0% | $6,144-98.9% | $504-86.8% |