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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,955 | $55,790-24.8% | $76,667-45.3% | $67,582-37.9% |
| Participation rate | 48.4% | 71.1%-22.7pp | 72.1%-23.7pp | 71.3%-22.9pp |
| Annual return | 56.66% | 64.45%-7.8pp | 1166.74%-1110.1pp | 378.57%-321.9pp |
| Employer contribution / active EE | $960 | $1,810-47.0% | $2,303-58.3% | $2,148-55.3% |
| Participant deferral / active EE | $1,888 | $2,875-34.3% | $3,336-43.4% | $3,539-46.6% |
| Admin fee / account holder | $116 | $159-26.9% | $6,423-98.2% | $142-18.2% |