Filed May 31, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,670 | $77,677-36.1% | $109,173-54.5% | $79,391-37.4% |
| Participation rate | 74.1% | 67.8%+6.3pp | 75.9%-1.7pp | 70.7%+3.4pp |
| Annual return | 18.30% | 23.44%-5.1pp | 25.75%-7.5pp | 116.88%-98.6pp |
| Employer contribution / active EE | $2,727 | $2,798-2.5% | $3,723-26.7% | $2,428+12.3% |
| Participant deferral / active EE | $4,641 | $3,517+31.9% | $4,654-0.3% | $4,046+14.7% |
| Admin fee / account holder | $250 | $732-65.8% | $6,755-96.3% | $627-60.0% |