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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,695 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,643 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,133 | $62,928-90.3% | $172,752-96.4% | $67,579-90.9% |
| Participation rate | 52.2% | 64.5%-12.3pp | 82.6%-30.5pp | 71.3%-19.1pp |
| Annual return | 31.36% | 30.36%+1.0pp | 802.97%-771.6pp | 378.56%-347.2pp |
| Employer contribution / active EE | $401 | $1,636-75.5% | $5,144-92.2% | $2,148-81.3% |
| Participant deferral / active EE | $761 | $2,145-64.5% | $5,198-85.4% | $3,539-78.5% |
| Admin fee / account holder | $34 | $167-79.7% | $13,955-99.8% | $142-76.2% |