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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,175 | $58,101-37.7% | $118,946-69.6% | $73,412-50.7% |
| Participation rate | 38.4% | 56.1%-17.7pp | 75.4%-36.9pp | 72.2%-33.7pp |
| Annual return | 18.67% | 20.56%-1.9pp | 35.89%-17.2pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1,056 | $1,445-26.9% | $3,263-67.6% | $2,234-52.7% |
| Participant deferral / active EE | $2,951 | $2,400+23.0% | $4,266-30.8% | $3,806-22.5% |
| Admin fee / account holder | $21 | $138-85.1% | $6,581-99.7% | $158-87.0% |