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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,781 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $19,018 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,520 | $74,347-58.9% | $93,621-67.4% | $67,582-54.8% |
| Participation rate | 93.5% | 80.6%+12.9pp | 75.8%+17.6pp | 71.3%+22.2pp |
| Annual return | 21.35% | 28.07%-6.7pp | 32.76%-11.4pp | 378.57%-357.2pp |
| Employer contribution / active EE | $2,126 | $2,583-17.7% | $2,719-21.8% | $2,148-1.0% |
| Participant deferral / active EE | $3,372 | $4,060-16.9% | $4,070-17.1% | $3,539-4.7% |
| Admin fee / account holder | $167 | $123+36.2% | $7,890-97.9% | $142+17.4% |