| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225,470 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,091 | $93,756-94.6% | $133,975-96.2% | $329,111-98.5% |
| Participation rate | 88.0% | 89.7%-1.8pp | 87.1%+0.9pp | 67.9%+20.1pp |
| Annual return | 21.70% | 20.33%+1.4pp | 29.29%-7.6pp | 16.35%+5.3pp |
| Employer contribution / active EE | $3,044 | $3,619-15.9% | $5,211-41.6% | $2,303+32.1% |
| Participant deferral / active EE | $0 | $5,685-100.0% | $6,282-100.0% | $3,682-100.0% |
| Admin fee / account holder | $21 | $90-76.6% | $9,324-99.8% | $754-97.2% |