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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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 | $39,180 | $80,753-51.5% | $136,297-71.3% | $62,293-37.1% |
| Participation rate | 60.9% | 73.5%-12.6pp | 81.9%-21.0pp | 69.5%-8.6pp |
| Annual return | 17.72% | 35.83%-18.1pp | 5156.19%-5138.5pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,976 | $2,884-31.5% | $4,696-57.9% | $2,042-3.3% |
| Participant deferral / active EE | $3,768 | $5,164-27.0% | $6,247-39.7% | $3,169+18.9% |
| Admin fee / account holder | $7 | $525-98.6% | $9,244-99.9% | $479-98.5% |