Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,539 | $39,195+36.6% | $98,864-45.8% | $79,389-32.6% |
| Participation rate | 48.4% | 59.8%-11.3pp | 65.7%-17.3pp | 70.7%-22.3pp |
| Annual return | 13.21% | 19.95%-6.7pp | 50.03%-36.8pp | 116.89%-103.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $2,070-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,476 | $2,333-36.7% | $3,037-51.4% | $4,046-63.5% |
| Admin fee / account holder | $2 | $365-99.5% | $4,080-100.0% | $626-99.7% |