Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,902 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,263 | $59,220+55.8% | $96,570-4.5% | $79,391+16.2% |
| Participation rate | 97.2% | 61.9%+35.3pp | 69.8%+27.4pp | 70.7%+26.5pp |
| Annual return | 10.95% | 27.08%-16.1pp | 37.79%-26.8pp | 116.88%-105.9pp |
| Employer contribution / active EE | $2,736 | $1,216+124.9% | $2,357+16.1% | $2,428+12.7% |
| Participant deferral / active EE | $6,227 | $2,948+111.2% | $3,849+61.8% | $4,046+53.9% |
| Admin fee / account holder | $96 | $659-85.4% | $6,182-98.4% | $627-84.7% |