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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,234 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $575 |
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 | $31,929 | $46,423-31.2% | $75,901-57.9% | $67,579-52.8% |
| Participation rate | 37.8% | 63.1%-25.2pp | 69.3%-31.5pp | 71.3%-33.5pp |
| Annual return | 19.06% | 32.29%-13.2pp | 30.76%-11.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $59 | $1,406-95.8% | $2,501-97.6% | $2,148-97.3% |
| Participant deferral / active EE | $901 | $2,564-64.9% | $3,603-75.0% | $3,539-74.5% |
| Admin fee / account holder | $40 | $132-69.4% | $5,420-99.3% | $142-71.6% |