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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,607 |
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 | $79,658 | $54,573+46.0% | $90,970-12.4% | $73,497+8.4% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.2pp | 70.7%+25.6pp |
| Annual return | 14.91% | 16.69%-1.8pp | 134.60%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,889 | $991+90.5% | $2,122-11.0% | $2,270-16.8% |
| Participant deferral / active EE | $4,613 | $2,517+83.3% | $3,373+36.8% | $3,740+23.3% |
| Admin fee / account holder | $63 | $521-87.8% | $5,961-98.9% | $513-87.6% |