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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,891 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $16,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,817 | $53,901+36.9% | $134,162-45.0% | $73,493+0.4% |
| Participation rate | 91.2% | 62.8%+28.4pp | 72.2%+19.0pp | 70.7%+20.5pp |
| Annual return | 14.49% | 15.82%-1.3pp | 36.35%-21.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,101 | $1,458+112.6% | $3,705-16.3% | $2,270+36.6% |
| Participant deferral / active EE | $5,051 | $2,739+84.4% | $3,500+44.3% | $3,740+35.1% |
| Admin fee / account holder | $233 | $581-59.8% | $6,685-96.5% | $513-54.5% |