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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,946 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $738 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,398 | $39,458-55.9% | $60,547-71.3% | $55,191-68.5% |
| Participation rate | 47.0% | 59.6%-12.6pp | 68.0%-21.0pp | 69.2%-22.2pp |
| Annual return | -0.46% | 3.35%-3.8pp | 335.64%-336.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $68 | $1,210-94.4% | $2,419-97.2% | $1,899-96.4% |
| Participant deferral / active EE | $834 | $2,140-61.0% | $3,328-74.9% | $3,046-72.6% |
| Admin fee / account holder | $31 | $95-67.6% | $4,536-99.3% | $91-66.1% |