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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,007 | $124,414-77.5% | $115,170-75.7% | $67,579-58.6% |
| Participation rate | 39.4% | 58.1%-18.7pp | 75.9%-36.5pp | 71.3%-31.9pp |
| Annual return | 42.64% | 29.40%+13.2pp | 35.60%+7.0pp | 378.56%-335.9pp |
| Employer contribution / active EE | $821 | $1,454-43.6% | $3,179-74.2% | $2,148-61.8% |
| Participant deferral / active EE | $2,283 | $2,331-2.0% | $4,169-45.2% | $3,539-35.5% |
| Admin fee / account holder | $18 | $361-95.0% | $7,089-99.7% | $142-87.2% |