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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,394 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $8,238 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,123 | $98,766-56.3% | $149,730-71.2% | $79,852-46.0% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.5%-2.2pp | 69.6%+10.7pp |
| Annual return | 13.13% | 27.43%-14.3pp | 276.70%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $634 | $3,217-80.3% | $4,645-86.4% | $2,471-74.3% |
| Participant deferral / active EE | $2,737 | $5,681-51.8% | $6,843-60.0% | $3,740-26.8% |
| Admin fee / account holder | $297 | $6,052-95.1% | $9,310-96.8% | $5,306-94.4% |