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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,938 |
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 | $30,147 | $62,715-51.9% | $104,301-71.1% | $66,930-55.0% |
| Participation rate | 97.2% | 59.6%+37.6pp | 73.3%+24.0pp | 69.8%+27.4pp |
| Annual return | -13.08% | -14.70%+1.6pp | 24.61%-37.7pp | 1.57%-14.7pp |
| Employer contribution / active EE | $1,475 | $1,976-25.3% | $3,373-56.3% | $2,545-42.0% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,238-100.0% |
| Admin fee / account holder | -$30 | $657-104.6% | $7,340-100.4% | $593-105.1% |