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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,216 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $21,420 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,453 |
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 | $44,403 | $70,917-37.4% | $98,920-55.1% | $73,497-39.6% |
| Participation rate | 97.1% | 73.8%+23.3pp | 76.0%+21.1pp | 70.7%+26.4pp |
| Annual return | 15.76% | 34.18%-18.4pp | 196.47%-180.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,621 | $2,037+28.7% | $2,689-2.6% | $2,270+15.4% |
| Participant deferral / active EE | $4,348 | $3,501+24.2% | $4,245+2.4% | $3,740+16.3% |
| Admin fee / account holder | $269 | $535-49.8% | $6,643-96.0% | $513-47.6% |