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| 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,914 | $87,733-65.9% | $106,554-71.9% | $85,852-65.2% |
| Participation rate | 98.1% | 71.9%+26.1pp | 76.1%+21.9pp | 69.3%+28.8pp |
| Annual return | 1.12% | 21.86%-20.7pp | 26.80%-25.7pp | 318.66%-317.5pp |
| Employer contribution / active EE | $3,284 | $2,073+58.4% | $2,819+16.5% | $2,566+28.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $6,767-99.9% | $7,408-99.9% | $6,261-99.9% |