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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 41-0417830 | Accounting | $21,692 |
FIRST WESTERN TRUST BANK2 years Filed as: FIRST WESTERN TRUST Service code 27 ATTN RETIREMENT SERVICES · DENVER, CO 80202 | Advisory (Plan) | $18,790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,029 | $64,719-8.8% | $112,249-47.4% | $68,486-13.8% |
| Participation rate | 96.3% | 67.2%+29.2pp | 75.1%+21.3pp | 67.9%+28.4pp |
| Annual return | -18.24% | -11.40%-6.8pp | 27.48%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,276 | $2,747+19.3% | $3,636-9.9% | $2,597+26.2% |
| Participant deferral / active EE | $7,085 | $3,565+98.7% | $4,729+49.8% | $4,028+75.9% |
| Admin fee / account holder | $182 | $5,232-96.5% | $6,412-97.2% | $5,404-96.6% |