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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 | $21,740 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,287 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,476 | $39,245-4.5% | $64,105-41.5% | $52,331-28.4% |
| Participation rate | 76.5% | 58.2%+18.2pp | 68.2%+8.3pp | 68.1%+8.4pp |
| Annual return | -0.56% | 14.79%-15.3pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,643 | $1,992+133.1% | $2,822+64.6% | $3,022+53.6% |
| Admin fee / account holder | $138 | $592-76.7% | $4,499-96.9% | $592-76.7% |