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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,972 | $121,341+17.8% | $189,537-24.6% | $79,391+80.1% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.8%+8.8pp | 70.7%+25.9pp |
| Annual return | 13.51% | 21.08%-7.6pp | 555.34%-541.8pp | 116.88%-103.4pp |
| Employer contribution / active EE | $7,120 | $3,915+81.9% | $6,161+15.6% | $2,428+193.3% |
| Participant deferral / active EE | $3,483 | $6,395-45.5% | $8,220-57.6% | $4,046-13.9% |
| Admin fee / account holder | $6 | $651-99.1% | $12,048-100.0% | $627-99.0% |