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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,638 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,775 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,013 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,976 | $37,039-54.2% | $147,617-88.5% | $59,188-71.3% |
| Participation rate | 25.0% | 63.8%-38.8pp | 84.6%-59.7pp | 69.4%-44.5pp |
| Annual return | 3.84% | 7.19%-3.3pp | 61.98%-58.1pp | 5.51%-1.7pp |
| Employer contribution / active EE | $29 | $1,353-97.9% | $5,564-99.5% | $2,098-98.6% |
| Participant deferral / active EE | $1,047 | $2,094-50.0% | $4,895-78.6% | $3,265-67.9% |
| Admin fee / account holder | $47 | $60-22.4% | $11,612-99.6% | $92-49.3% |