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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,470 |
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 | $12,923 | $42,548-69.6% | $74,552-82.7% | $56,287-77.0% |
| Participation rate | 94.0% | 60.5%+33.5pp | 69.1%+24.9pp | 69.9%+24.1pp |
| Annual return | 8.54% | 12.40%-3.9pp | 32.53%-24.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $813 | $855-4.9% | $1,961-58.5% | $2,111-61.5% |
| Participant deferral / active EE | $2,468 | $2,277+8.4% | $3,108-20.6% | $3,350-26.3% |
| Admin fee / account holder | $36 | $467-92.2% | $5,060-99.3% | $521-93.0% |