Filed July 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 7979 E TUFTS AVE · DENVER, CO 80237 | Advisory (Plan) | $47,350 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,602 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,751 | $84,499+39.4% | $125,391-6.1% | $66,949+75.9% |
| Participation rate | 95.9% | 76.4%+19.4pp | 82.4%+13.5pp | 69.8%+26.0pp |
| Annual return | -15.07% | -8.49%-6.6pp | 572.41%-587.5pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,405 | $3,554-32.3% | $4,816-50.1% | $2,545-5.5% |
| Participant deferral / active EE | $7,927 | $6,785+16.8% | $7,448+6.4% | $4,239+87.0% |
| Admin fee / account holder | $243 | $685-64.6% | $10,009-97.6% | $594-59.1% |