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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $6,108 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,999 | $33,745+33.3% | $64,105-29.8% | $55,191-18.5% |
| Participation rate | 71.5% | 59.4%+12.1pp | 68.2%+3.3pp | 69.2%+2.3pp |
| Annual return | -2.28% | 4.95%-7.2pp | 791.24%-793.5pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,366 | $641+113.2% | $1,820-24.9% | $1,899-28.1% |
| Participant deferral / active EE | $2,902 | $1,929+50.4% | $2,822+2.8% | $3,046-4.8% |
| Admin fee / account holder | $28 | $94-70.8% | $4,499-99.4% | $91-69.7% |