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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,690 | $58,391-74.8% | $76,667-80.8% | $72,976-79.9% |
| Participation rate | 96.4% | 67.4%+29.1pp | 72.1%+24.3pp | 69.5%+26.9pp |
| Annual return | 15.52% | 2306.65%-2291.1pp | 1166.74%-1151.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $3,552 | $1,787+98.8% | $2,303+54.2% | $2,440+45.6% |
| Participant deferral / active EE | $2,833 | $2,690+5.3% | $3,336-15.1% | $3,608-21.5% |
| Admin fee / account holder | $1,453 | $4,014-63.8% | $6,423-77.4% | $5,124-71.6% |