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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,286 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $10,162 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,508 | $55,453+3.7% | $170,435-66.3% | $62,293-7.7% |
| Participation rate | 94.7% | 66.4%+28.4pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 24.68% | 21.38%+3.3pp | 205.94%-181.3pp | 28.90%-4.2pp |
| Employer contribution / active EE | $2,777 | $2,164+28.4% | $5,432-48.9% | $2,042+36.0% |
| Participant deferral / active EE | $3,659 | $2,303+58.9% | $4,939-25.9% | $3,169+15.5% |
| Admin fee / account holder | $269 | $455-40.8% | $13,881-98.1% | $479-43.8% |