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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,998 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,987 |
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 | $31,524 | $64,909-51.4% | $82,312-61.7% | $62,293-49.4% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 17.09% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $527 | $1,676-68.5% | $2,428-78.3% | $2,042-74.2% |
| Participant deferral / active EE | $3,054 | $3,103-1.6% | $3,706-17.6% | $3,169-3.6% |
| Admin fee / account holder | $262 | $440-40.5% | $5,608-95.3% | $479-45.4% |