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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 | Other Commissions | $1,977 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78 |
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 | $34,705 | $51,466-32.6% | $78,778-55.9% | $62,293-44.3% |
| Participation rate | 80.7% | 59.8%+20.9pp | 69.2%+11.5pp | 69.5%+11.2pp |
| Annual return | 16.54% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $551 | $827-33.3% | $1,986-72.2% | $2,042-73.0% |
| Participant deferral / active EE | $3,508 | $2,147+63.4% | $2,958+18.6% | $3,169+10.7% |
| Admin fee / account holder | $123 | $489-74.9% | $5,134-97.6% | $479-74.4% |