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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,493 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $516 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
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.
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 | $34,314 | $89,652-61.7% | $141,197-75.7% | $65,186-47.4% |
| Participation rate | 34.8% | 74.7%-39.9pp | 82.5%-47.7pp | 70.2%-35.4pp |
| Annual return | 31.93% | 32.79%-0.9pp | 71.41%-39.5pp | 29.39%+2.5pp |
| Employer contribution / active EE | $483 | $3,065-84.3% | $4,736-89.8% | $2,177-77.8% |
| Participant deferral / active EE | $3,971 | $5,691-30.2% | $6,710-40.8% | $3,514+13.0% |
| Admin fee / account holder | $98 | $569-82.8% | $10,265-99.0% | $847-88.5% |