Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,648 |
CLARO ADVISORS LLC1 year Service code 27 535 BOYLSTON ST 8TH FL · BOSTON, MA 02116 | Advisory (Plan) | $7,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,876 | $47,922+45.8% | $75,901-7.9% | $65,185+7.2% |
| Participation rate | 66.4% | 63.0%+3.4pp | 69.3%-2.9pp | 70.2%-3.8pp |
| Annual return | 18.77% | 24.12%-5.3pp | 30.76%-12.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $699 | $1,557-55.1% | $2,501-72.1% | $2,177-67.9% |
| Participant deferral / active EE | $3,080 | $2,550+20.8% | $3,603-14.5% | $3,514-12.4% |
| Admin fee / account holder | $269 | $532-49.4% | $5,420-95.0% | $847-68.3% |