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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,554 | $81,208-62.4% | $98,920-69.1% | $79,859-61.7% |
| Participation rate | 97.3% | 72.5%+24.8pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 1.52% | 60.99%-59.5pp | 196.47%-195.0pp | 31.71%-30.2pp |
| Employer contribution / active EE | $7,567 | $1,960+286.2% | $2,689+181.4% | $2,471+206.2% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,307-100.0% |