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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,186 |
COMPREHENSIVE FINANCIAL PLANNING1+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 55 2001 ROUTE 46 STE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $11,978 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,802 | $72,177-31.0% | $115,038-56.7% | $59,633-16.5% |
| Participation rate | 60.9% | 72.6%-11.7pp | 81.4%-20.5pp | 68.7%-7.8pp |
| Annual return | -0.89% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $234 | $2,841-91.8% | $4,608-94.9% | $2,203-89.4% |
| Participant deferral / active EE | $4,920 | $4,783+2.9% | $6,026-18.4% | $3,192+54.1% |
| Admin fee / account holder | $229 | $4,927-95.4% | $8,175-97.2% | $4,297-94.7% |