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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,289 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $24,646 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,752 | $111,608+39.6% | $177,839-12.4% | $73,415+112.2% |
| Participation rate | 97.7% | 87.9%+9.9pp | 87.7%+10.0pp | 72.2%+25.6pp |
| Annual return | 12.81% | 18.23%-5.4pp | 48.33%-35.5pp | 59.30%-46.5pp |
| Employer contribution / active EE | $27,243 | $3,796+617.7% | $5,919+360.3% | $2,234+1119.5% |
| Participant deferral / active EE | $8,205 | $6,199+32.4% | $7,714+6.4% | $3,806+115.6% |
| Admin fee / account holder | $49 | $166-70.4% | $12,432-99.6% | $158-69.0% |