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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,378 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,271 | $62,324-56.2% | $68,509-60.2% | $55,191-50.6% |
| Participation rate | 77.2% | 78.9%-1.7pp | 74.7%+2.5pp | 69.2%+8.0pp |
| Annual return | -1.26% | 4.26%-5.5pp | 8.27%-9.5pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,552 | $2,223-30.2% | $2,278-31.9% | $1,899-18.3% |
| Participant deferral / active EE | $3,477 | $3,425+1.5% | $3,382+2.8% | $3,046+14.1% |
| Admin fee / account holder | $9 | $91-89.9% | $5,275-99.8% | $91-89.8% |