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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $171,117 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,216 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $440 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,918 | $144,879-10.3% | $111,319+16.7% | $93,010+39.7% |
| Participation rate | 96.7% | 86.1%+10.6pp | 77.3%+19.4pp | 73.9%+22.8pp |
| Annual return | 21.45% | 18.11%+3.3pp | 54.68%-33.2pp | 158.70%-137.3pp |
| Employer contribution / active EE | $3,881 | $3,052+27.1% | $2,732+42.1% | $2,705+43.4% |
| Participant deferral / active EE | $8,064 | $5,576+44.6% | $4,488+79.7% | $4,561+76.8% |
| Admin fee / account holder | $87 | $104-15.8% | $7,966-98.9% | $152-42.5% |