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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $23,763 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,108 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $39,275 | $49,138-20.1% | $84,020-53.3% | $65,185-39.7% |
| Participation rate | 51.6% | 60.7%-9.1pp | 69.0%-17.4pp | 70.2%-18.6pp |
| Annual return | 19.52% | 23.00%-3.5pp | 71.31%-51.8pp | 29.38%-9.9pp |
| Employer contribution / active EE | $980 | $914+7.3% | $1,984-50.6% | $2,177-55.0% |
| Participant deferral / active EE | $4,025 | $2,397+67.9% | $3,239+24.3% | $3,514+14.5% |
| Admin fee / account holder | $138 | $543-74.6% | $6,101-97.7% | $847-83.7% |