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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $480 |
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 | $44,659 | $59,191-24.6% | $76,767-41.8% | $56,289-20.7% |
| Participation rate | 65.5% | 75.2%-9.7pp | 77.0%-11.4pp | 69.9%-4.3pp |
| Annual return | 11.50% | 6.62%+4.9pp | 2.43%+9.1pp | -9.96%+21.5pp |
| Employer contribution / active EE | $913 | $1,759-48.1% | $2,485-63.3% | $2,111-56.8% |
| Participant deferral / active EE | $1,788 | $3,255-45.1% | $3,852-53.6% | $3,350-46.6% |
| Admin fee / account holder | $3 | $489-99.3% | $6,675-100.0% | $521-99.4% |