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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,218 |
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 | $115,546 | $70,002+65.1% | $115,038+0.4% | $52,331+120.8% |
| Participation rate | 96.2% | 72.1%+24.0pp | 81.4%+14.8pp | 68.1%+28.0pp |
| Annual return | 0.25% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,930 | $2,715+7.9% | $4,608-36.4% | $1,882+55.7% |
| Participant deferral / active EE | $6,589 | $4,920+33.9% | $6,026+9.3% | $3,022+118.0% |
| Admin fee / account holder | $46 | $566-91.8% | $8,175-99.4% | $592-92.2% |