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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,913 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $685,560 | $104,497+556.1% | $159,487+329.9% | $79,389+763.5% |
| Participation rate | 94.3% | 76.6%+17.7pp | 82.8%+11.5pp | 70.7%+23.6pp |
| Annual return | 13.78% | 67.98%-54.2pp | 263.71%-249.9pp | 116.89%-103.1pp |
| Employer contribution / active EE | $10,943 | $3,418+220.2% | $4,831+126.5% | $2,428+350.7% |
| Participant deferral / active EE | $12,182 | $6,468+88.3% | $7,354+65.7% | $4,046+201.1% |
| Admin fee / account holder | $25 | $711-96.5% | $10,804-99.8% | $626-96.0% |