Filed November 27, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,461 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,196 | $73,638+44.2% | $108,405-2.0% | $79,391+33.8% |
| Participation rate | 99.2% | 77.4%+21.9pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 14.40% | 33.27%-18.9pp | 905.55%-891.1pp | 116.88%-102.5pp |
| Employer contribution / active EE | $8,702 | $2,397+263.1% | $3,559+144.5% | $2,428+258.4% |
| Participant deferral / active EE | $12,043 | $6,218+93.7% | $6,563+83.5% | $4,046+197.7% |
| Admin fee / account holder | $149 | $638-76.6% | $7,297-98.0% | $627-76.2% |