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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,623 |
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 | $20,818 | $75,962-72.6% | $154,111-86.5% | $64,173-67.6% |
| Participation rate | 88.5% | 70.4%+18.1pp | 83.0%+5.5pp | 69.6%+18.9pp |
| Annual return | -6.73% | 30.32%-37.1pp | 735.18%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,629 | $3,350-51.4% | $5,298-69.3% | $2,381-31.6% |
| Participant deferral / active EE | $1,852 | $3,175-41.7% | $5,081-63.5% | $3,470-46.6% |
| Admin fee / account holder | $155 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |