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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,729 | $37,196-30.8% | $154,111-83.3% | $55,725-53.8% |
| Participation rate | 53.5% | 64.1%-10.6pp | 83.0%-29.5pp | 70.9%-17.4pp |
| Annual return | 9.56% | 1319.68%-1310.1pp | 735.18%-725.6pp | 244.93%-235.4pp |
| Employer contribution / active EE | $630 | $1,614-61.0% | $5,298-88.1% | $2,078-69.7% |
| Participant deferral / active EE | $942 | $2,068-54.5% | $5,081-81.5% | $3,356-71.9% |
| Admin fee / account holder | $72 | $102-29.5% | $13,411-99.5% | $115-37.8% |