Filed August 3, 2020
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $134,392 |
CVAGS, LLC7+ years Service code 27 3333 RIVERWOOD PKWY SE STE 400 · ATLANTA, GA 30339 | Advisory (Plan) | $38,971 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,153 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,245 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,704 | $67,512-51.6% | $185,849-82.4% | $93,010-64.8% |
| Participation rate | 48.0% | 67.1%-19.2pp | 81.7%-33.7pp | 73.9%-25.9pp |
| Annual return | 14.38% | 21.04%-6.7pp | 122.10%-107.7pp | 158.70%-144.3pp |
| Employer contribution / active EE | $865 | $1,783-51.5% | $5,169-83.3% | $2,705-68.0% |
| Participant deferral / active EE | $1,468 | $3,035-51.6% | $5,569-73.6% | $4,561-67.8% |
| Admin fee / account holder | $196 | $318-38.4% | $16,244-98.8% | $152+29.0% |