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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $30,044 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,528 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $95,211 | $80,005+19.0% | $140,019-32.0% | $55,727+70.9% |
| Participation rate | 95.3% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.5pp |
| Annual return | -2.86% | 0.46%-3.3pp | 651.19%-654.0pp | 244.94%-247.8pp |
| Employer contribution / active EE | $26,066 | $3,403+666.0% | $5,605+365.0% | $2,078+1154.2% |
| Participant deferral / active EE | $7,521 | $5,264+42.9% | $6,927+8.6% | $3,356+124.1% |
| Admin fee / account holder | $62 | $116-46.8% | $10,705-99.4% | $115-46.5% |