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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,012 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,208 | $58,888-45.3% | $178,498-82.0% | $73,493-56.2% |
| Participation rate | 39.5% | 66.2%-26.7pp | 81.9%-42.4pp | 70.7%-31.1pp |
| Annual return | 12.09% | 24.86%-12.8pp | 151.09%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $35 | $2,236-98.4% | $5,011-99.3% | $2,270-98.4% |
| Participant deferral / active EE | $1,418 | $2,568-44.8% | $5,202-72.8% | $3,740-62.1% |
| Admin fee / account holder | $11 | $400-97.2% | $13,985-99.9% | $513-97.8% |