Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $831 |
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 | $57,818 | $64,909-10.9% | $82,312-29.8% | $62,293-7.2% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 19.89% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,821 | $1,676+8.6% | $2,428-25.0% | $2,042-10.8% |
| Participant deferral / active EE | $5,728 | $3,103+84.6% | $3,706+54.6% | $3,169+80.7% |
| Admin fee / account holder | $4 | $440-99.1% | $5,608-99.9% | $479-99.2% |