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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,862 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $17,114 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,619 |
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.
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 | $23,519 | $111,608-78.9% | $177,848-86.8% | $73,412-68.0% |
| Participation rate | 90.3% | 87.9%+2.5pp | 87.7%+2.6pp | 72.2%+18.1pp |
| Annual return | 21.24% | 18.23%+3.0pp | 48.33%-27.1pp | 59.30%-38.1pp |
| Employer contribution / active EE | $481 | $3,796-87.3% | $5,919-91.9% | $2,234-78.5% |
| Participant deferral / active EE | $4,365 | $6,199-29.6% | $7,714-43.4% | $3,806+14.7% |
| Admin fee / account holder | $126 | $166-24.0% | $12,431-99.0% | $158-20.3% |