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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,135 |
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 | $69,412 | $64,286+8.0% | $90,970-23.7% | $73,412-5.4% |
| Participation rate | 74.4% | 63.6%+10.8pp | 69.0%+5.4pp | 72.2%+2.2pp |
| Annual return | 16.27% | 21.46%-5.2pp | 134.60%-118.3pp | 59.30%-43.0pp |
| Employer contribution / active EE | $1,719 | $895+92.2% | $2,122-19.0% | $2,234-23.0% |
| Participant deferral / active EE | $3,702 | $2,453+50.9% | $3,373+9.8% | $3,806-2.7% |
| Admin fee / account holder | $196 | $287-31.7% | $5,961-96.7% | $158+24.2% |