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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,327 | $86,692+165.7% | $119,634+92.5% | $66,949+244.0% |
| Participation rate | 99.3% | 75.6%+23.7pp | 79.3%+20.0pp | 69.8%+29.5pp |
| Annual return | 28.13% | -8.00%+36.1pp | -14.98%+43.1pp | 1.57%+26.6pp |
| Employer contribution / active EE | $12,950 | $2,536+410.6% | $4,232+206.0% | $2,545+408.7% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $29 | $755-96.2% | $10,329-99.7% | $594-95.2% |