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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,880 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $3,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,727 | $54,573-38.2% | $90,970-62.9% | $73,493-54.1% |
| Participation rate | 94.2% | 61.2%+33.1pp | 69.0%+25.2pp | 70.7%+23.5pp |
| Annual return | 13.03% | 16.69%-3.7pp | 134.58%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,058 | $991+6.7% | $2,122-50.2% | $2,270-53.4% |
| Participant deferral / active EE | $4,991 | $2,517+98.3% | $3,373+47.9% | $3,740+33.4% |
| Admin fee / account holder | $83 | $521-84.1% | $5,960-98.6% | $513-83.9% |