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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,366 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,488 | $91,198+110.0% | $178,503+7.3% | $79,856+139.8% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 13.55% | 24.20%-10.6pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $8,059 | $3,257+147.5% | $5,011+60.8% | $2,471+226.1% |
| Participant deferral / active EE | $6,253 | $3,237+93.2% | $5,202+20.2% | $3,741+67.2% |
| Admin fee / account holder | $22 | $6,748-99.7% | $13,987-99.8% | $5,306-99.6% |