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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 | $3,827 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,469 | $95,415+117.4% | $185,851+11.6% | $85,851+141.7% |
| Participation rate | 95.8% | 68.8%+27.1pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 17.38% | 23.59%-6.2pp | 122.11%-104.7pp | 318.63%-301.3pp |
| Employer contribution / active EE | $10,212 | $3,314+208.1% | $5,168+97.6% | $2,565+298.0% |
| Participant deferral / active EE | $7,013 | $3,424+104.8% | $5,569+25.9% | $3,952+77.4% |
| Admin fee / account holder | $33 | $7,215-99.5% | $16,245-99.8% | $6,261-99.5% |