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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,021 |
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 | $24,112 | $91,167-73.6% | $178,498-86.5% | $79,858-69.8% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 14.53% | 24.19%-9.7pp | 151.09%-136.6pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,215 | $3,255-62.7% | $5,011-75.7% | $2,471-50.8% |
| Participant deferral / active EE | $2,063 | $3,236-36.2% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $121 | $6,747-98.2% | $13,985-99.1% | $5,306-97.7% |