Filed April 15, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $163,598 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,326 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,509 | $105,173-66.2% | $87,102-59.2% | $77,775-54.3% |
| Participation rate | 89.1% | 85.8%+3.4pp | 76.9%+12.3pp | 73.2%+15.9pp |
| Annual return | 23.12% | 24.52%-1.4pp | 28.19%-5.1pp | 32.58%-9.5pp |
| Employer contribution / active EE | $1,258 | $2,890-56.5% | $2,521-50.1% | $2,504-49.8% |
| Participant deferral / active EE | $3,129 | $5,048-38.0% | $4,048-22.7% | $3,966-21.1% |
| Admin fee / account holder | $52 | $105-50.3% | $7,493-99.3% | $100-48.1% |