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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,689 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,726 |
VITA PLANNING GROUP LLC1 year Service code 27 1451 GRANT RD STE 200 · MOUNTAIN VIEW, CA 94043 | Advisory (Plan) | $13,528 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $11,377 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,863 | $111,491-80.4% | $189,537-88.5% | $86,821-74.8% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.8%+5.8pp | 72.3%+21.3pp |
| Annual return | 24.09% | 83.50%-59.4pp | 555.34%-531.2pp | 97.94%-73.8pp |
| Employer contribution / active EE | $489 | $3,951-87.6% | $6,161-92.1% | $2,406-79.7% |
| Participant deferral / active EE | $4,005 | $6,437-37.8% | $8,220-51.3% | $4,132-3.1% |
| Admin fee / account holder | $142 | $189-24.9% | $12,048-98.8% | $170-16.4% |