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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $33,252 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,025 |
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 | $130,261 | $88,515+47.2% | $162,185-19.7% | $67,584+92.7% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.7pp | 71.3%+25.0pp |
| Annual return | 31.12% | 27.04%+4.1pp | 115.61%-84.5pp | 378.59%-347.5pp |
| Employer contribution / active EE | $25,702 | $3,563+621.3% | $5,613+357.9% | $2,148+1096.6% |
| Participant deferral / active EE | $7,281 | $5,724+27.2% | $7,297-0.2% | $3,540+105.7% |
| Admin fee / account holder | $76 | $124-38.8% | $10,844-99.3% | $142-46.8% |