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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $119,084 | $65,378+82.1% | $87,103+36.7% | $65,186+82.7% |
| Participation rate | 67.9% | 75.3%-7.5pp | 76.9%-9.0pp | 70.2%-2.3pp |
| Annual return | 19.08% | 31.28%-12.2pp | 28.19%-9.1pp | 29.39%-10.3pp |
| Employer contribution / active EE | $604 | $1,823-66.9% | $2,521-76.1% | $2,177-72.3% |
| Participant deferral / active EE | $4,318 | $3,389+27.4% | $4,049+6.7% | $3,514+22.9% |
| Admin fee / account holder | $4 | $520-99.2% | $7,491-99.9% | $847-99.5% |