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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,317 | $70,418+112.0% | $96,570+54.6% | $85,847+73.9% |
| Participation rate | 80.2% | 61.8%+18.4pp | 69.8%+10.4pp | 69.3%+10.9pp |
| Annual return | 23.70% | 18.59%+5.1pp | 37.79%-14.1pp | 318.61%-294.9pp |
| Employer contribution / active EE | $1,198 | $1,413-15.2% | $2,357-49.2% | $2,565-53.3% |
| Participant deferral / active EE | $2,178 | $2,894-24.7% | $3,849-43.4% | $3,952-44.9% |
| Admin fee / account holder | $494 | $4,995-90.1% | $6,182-92.0% | $6,261-92.1% |