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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $37,800 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,306 | $41,647-87.3% | $96,161-94.5% | $86,813-93.9% |
| Participation rate | 90.5% | 50.3%+40.2pp | 68.4%+22.1pp | 72.3%+18.2pp |
| Annual return | 12.74% | 27.24%-14.5pp | 192.01%-179.3pp | 97.93%-85.2pp |
| Employer contribution / active EE | $2,221 | $1,328+67.3% | $2,798-20.6% | $2,406-7.7% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $76 | $169-55.0% | $5,538-98.6% | $170-55.0% |