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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,036 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,854 | $48,064+12.0% | $78,778-31.6% | $69,631-22.7% |
| Participation rate | 70.8% | 61.6%+9.2pp | 69.2%+1.6pp | 70.7%+0.1pp |
| Annual return | 15.58% | 21.81%-6.2pp | 35.62%-20.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,246 | $744+67.6% | $1,986-37.2% | $2,032-38.7% |
| Participant deferral / active EE | $2,687 | $2,079+29.3% | $2,958-9.2% | $3,224-16.6% |
| Admin fee / account holder | $169 | $152+10.9% | $5,134-96.7% | $110+52.6% |