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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,558 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,745 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $2,160 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,354 | $88,515-77.0% | $162,185-87.5% | $67,582-69.9% |
| Participation rate | 91.0% | 86.8%+4.2pp | 87.6%+3.5pp | 71.3%+19.7pp |
| Annual return | 51.56% | 27.04%+24.5pp | 115.61%-64.1pp | 378.57%-327.0pp |
| Employer contribution / active EE | $367 | $3,563-89.7% | $5,613-93.5% | $2,148-82.9% |
| Participant deferral / active EE | $4,061 | $5,724-29.1% | $7,297-44.4% | $3,539+14.7% |
| Admin fee / account holder | $51 | $124-58.7% | $10,844-99.5% | $142-64.1% |