Filed December 27, 2019
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,507 |
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 | $190,119 | $60,139+216.1% | $90,461+110.2% | $79,856+138.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.12% | 71.96%-53.8pp | 1294.76%-1276.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $11,637 | $2,069+462.5% | $3,264+256.5% | $2,471+370.9% |
| Participant deferral / active EE | $10,063 | $2,939+242.4% | $3,964+153.8% | $3,741+169.0% |
| Admin fee / account holder | $79 | $3,978-98.0% | $5,617-98.6% | $5,306-98.5% |