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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
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 | $23,046 | $60,349-61.8% | $74,184-68.9% | $62,881-63.4% |
| Participation rate | 98.4% | 72.7%+25.7pp | 76.6%+21.8pp | 69.3%+29.1pp |
| Annual return | 8.00% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,971 | $1,680+76.8% | $2,370+25.3% | $2,281+30.2% |
| Participant deferral / active EE | $7,161 | $2,856+150.7% | $3,550+101.7% | $3,203+123.6% |
| Admin fee / account holder | $1 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |