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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,131 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $31,122 | $67,602-54.0% | $82,312-62.2% | $70,126-55.6% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.9%+20.3pp | 69.5%+27.6pp |
| Annual return | 20.33% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,508 | $1,755+42.9% | $2,428+3.3% | $2,343+7.0% |
| Participant deferral / active EE | $7,658 | $2,987+156.4% | $3,706+106.6% | $3,332+129.8% |
| Admin fee / account holder | $38 | $4,512-99.2% | $5,608-99.3% | $4,645-99.2% |