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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP6 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $60,773 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,730 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,918 | $36,939-29.8% | $80,784-67.9% | $93,010-72.1% |
| Participation rate | 31.8% | 32.6%-0.8pp | 54.2%-22.4pp | 73.9%-42.1pp |
| Annual return | 14.86% | 17.55%-2.7pp | 87.31%-72.5pp | 158.70%-143.8pp |
| Employer contribution / active EE | $0 | $455-100.0% | $1,160-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,253 | $1,044+20.0% | $2,145-41.6% | $4,561-72.5% |
| Admin fee / account holder | $37 | $162-77.3% | $3,380-98.9% | $152-75.9% |