Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,704 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,712 | $79,519-96.6% | $95,952-97.2% | $73,409-96.3% |
| Participation rate | 89.7% | 81.2%+8.6pp | 77.1%+12.7pp | 72.2%+17.6pp |
| Annual return | 26.20% | 19.20%+7.0pp | 91.61%-65.4pp | 59.29%-33.1pp |
| Employer contribution / active EE | $1,280 | $2,048-37.5% | $2,541-49.6% | $2,234-42.7% |
| Participant deferral / active EE | $8 | $4,138-99.8% | $4,167-99.8% | $3,805-99.8% |
| Admin fee / account holder | $24 | $184-87.0% | $6,795-99.6% | $158-84.9% |