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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,402 |
ABIP PC1 year Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $15,000 |
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 | $88,648 | $58,655+51.1% | $91,994-3.6% | $65,186+36.0% |
| Participation rate | 95.7% | 75.3%+20.4pp | 78.6%+17.0pp | 70.2%+25.5pp |
| Annual return | 24.16% | 33.92%-9.8pp | 69.04%-44.9pp | 29.39%-5.2pp |
| Employer contribution / active EE | $5,902 | $2,080+183.7% | $3,453+70.9% | $2,177+171.1% |
| Participant deferral / active EE | $8,518 | $5,474+55.6% | $5,924+43.8% | $3,514+142.4% |
| Admin fee / account holder | $238 | $434-45.3% | $7,744-96.9% | $847-72.0% |