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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 · EIN 84-1532243 | Advisory (Plan) | $757,907 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $358,745 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 DBA CAPTURST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $67,632 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $1,175 |
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 | $151,479 | $176,471-14.2% | $95,968+57.8% | $90,274+67.8% |
| Participation rate | 96.0% | 86.6%+9.4pp | 77.1%+18.9pp | 73.4%+22.6pp |
| Annual return | 18.59% | 20.15%-1.6pp | 91.65%-73.1pp | 53.97%-35.4pp |
| Employer contribution / active EE | $6,513 | $2,783+134.0% | $2,542+156.3% | $2,523+158.1% |
| Participant deferral / active EE | $9,159 | $5,325+72.0% | $4,167+119.8% | $4,231+116.5% |
| Admin fee / account holder | $189 | $154+22.7% | $6,798-97.2% | $114+65.9% |