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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,259 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $27,531 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,914 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,186 | $93,131-51.5% | $106,555-57.6% | $86,821-48.0% |
| Participation rate | 89.5% | 81.4%+8.1pp | 76.1%+13.4pp | 72.3%+17.2pp |
| Annual return | 13.95% | 19.45%-5.5pp | 26.80%-12.9pp | 97.94%-84.0pp |
| Employer contribution / active EE | $2,198 | $2,895-24.1% | $2,819-22.0% | $2,406-8.6% |
| Participant deferral / active EE | $3,651 | $4,708-22.5% | $4,399-17.0% | $4,132-11.6% |
| Admin fee / account holder | $299 | $145+106.0% | $7,408-96.0% | $170+76.3% |