Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,601 | $80,753+15.9% | $136,298-31.3% | $62,293+50.3% |
| Participation rate | 89.0% | 73.5%+15.5pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 20.01% | 35.83%-15.8pp | 5156.27%-5136.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,630 | $5,164+28.4% | $6,247+6.1% | $3,169+109.2% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |