| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $271,954 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,737 | $96,381-90.9% | $140,019-93.8% | $73,367-88.1% |
| Participation rate | 92.3% | 90.1%+2.2pp | 87.5%+4.8pp | 69.5%+22.8pp |
| Annual return | -12.58% | -4.30%-8.3pp | 651.19%-663.8pp | 173.45%-186.0pp |
| Employer contribution / active EE | $3,182 | $4,168-23.7% | $5,605-43.2% | $2,499+27.3% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $19 | $100-80.8% | $10,705-99.8% | $68-71.9% |