Filed January 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,105 |
THE LEADERS GROUP INC6+ years Service code 55 26 W DRY CREEK CIR #575 · LITTLETON, CA 80120 | Other Commissions | $57,890 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $18,055 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,415 |
Annual investment return 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.
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 | $14,797 | $56,095-73.6% | $178,503-91.7% | $90,274-83.6% |
| Participation rate | 75.6% | 65.6%+10.0pp | 81.9%-6.4pp | 73.4%+2.2pp |
| Annual return | 12.19% | 28.81%-16.6pp | 151.12%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $253 | $1,572-83.9% | $5,011-95.0% | $2,523-90.0% |
| Participant deferral / active EE | $1,476 | $2,669-44.7% | $5,202-71.6% | $4,231-65.1% |
| Admin fee / account holder | $37 | $101-63.0% | $13,987-99.7% | $114-67.4% |