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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY1+ years Service code 55 10151 CARVER RD STE 100 · CINCINNATI, OH 45242 | Other Commissions | $33,971 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,584 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $766 |
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 | $54,229 | $54,320-0.2% | $67,652-19.8% | $52,331+3.6% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | 0.86% | 6.81%-5.9pp | 6625.40%-6624.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,576 | $1,544+66.9% | $2,266+13.7% | $1,882+36.9% |
| Participant deferral / active EE | $7,378 | $2,950+150.1% | $3,560+107.3% | $3,022+144.1% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |