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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,400 | $94,529+77.1% | $140,019+19.6% | $64,173+160.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.88% | 7.77%-1.9pp | 651.17%-645.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,010 | $3,812-47.3% | $5,605-64.1% | $2,381-15.6% |
| Participant deferral / active EE | $2,647 | $5,250-49.6% | $6,927-61.8% | $3,470-23.7% |
| Admin fee / account holder | $269 | $6,741-96.0% | $10,705-97.5% | $4,887-94.5% |