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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,241 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,218 | $50,956+55.5% | $96,575-18.0% | $86,813-8.7% |
| Participation rate | 73.4% | 65.2%+8.1pp | 69.8%+3.6pp | 72.3%+1.1pp |
| Annual return | 14.22% | 21.27%-7.0pp | 37.79%-23.6pp | 97.93%-83.7pp |
| Employer contribution / active EE | $2,184 | $1,111+96.6% | $2,357-7.3% | $2,406-9.2% |
| Participant deferral / active EE | $4,859 | $2,954+64.5% | $3,849+26.2% | $4,131+17.6% |
| Admin fee / account holder | $242 | $166+45.6% | $6,182-96.1% | $170+42.5% |