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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,000 |
ROBERTSON & ROBERTSON, PLLC1+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $3,334 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,102 |
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).
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 | $27,508 | $54,320-49.4% | $67,653-59.3% | $52,331-47.4% |
| Participation rate | 67.8% | 73.6%-5.8pp | 75.7%-7.9pp | 68.1%-0.3pp |
| Annual return | 6.94% | 6.81%+0.1pp | 6625.22%-6618.3pp | 4.54%+2.4pp |
| Employer contribution / active EE | $1,138 | $1,544-26.3% | $2,266-49.8% | $1,882-39.5% |
| Participant deferral / active EE | $1,926 | $2,950-34.7% | $3,560-45.9% | $3,022-36.3% |
| Admin fee / account holder | $73 | $527-86.1% | $4,821-98.5% | $592-87.6% |