Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,081 | $76,371-37.0% | $93,621-48.6% | $72,977-34.1% |
| Participation rate | 72.4% | 71.8%+0.6pp | 75.8%-3.5pp | 69.5%+2.9pp |
| Annual return | 2.25% | 25.82%-23.6pp | 32.76%-30.5pp | 81.02%-78.8pp |
| Employer contribution / active EE | $11,150 | $2,276+390.0% | $2,719+310.1% | $2,440+357.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |