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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 | $4,331 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,139 | $83,477+12.8% | $125,175-24.8% | $72,985+29.0% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.5%-17.9pp |
| Annual return | 15.43% | 25.78%-10.3pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $941 | $2,345-59.9% | $3,865-75.7% | $2,440-61.4% |
| Participant deferral / active EE | $1,019 | $3,585-71.6% | $4,937-79.4% | $3,607-71.8% |
| Admin fee / account holder | $84 | $5,517-98.5% | $9,702-99.1% | $5,124-98.4% |