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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $17,897 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,453 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,450 | $99,957-65.5% | $149,745-77.0% | $73,497-53.1% |
| Participation rate | 41.0% | 75.7%-34.7pp | 82.5%-41.4pp | 70.7%-29.6pp |
| Annual return | 13.75% | 53.87%-40.1pp | 276.72%-263.0pp | 28.51%-14.8pp |
| Employer contribution / active EE | $814 | $3,191-74.5% | $4,646-82.5% | $2,270-64.1% |
| Participant deferral / active EE | $4,184 | $6,073-31.1% | $6,843-38.9% | $3,740+11.9% |
| Admin fee / account holder | $115 | $551-79.1% | $9,312-98.8% | $513-77.6% |