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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162,841 |
DORBAR INSURANCE2+ years Service code 16 | Consulting | $64,000 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,681 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,717 | $82,279-49.3% | $78,002-46.5% | $63,975-34.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 10.08% | 11.20%-1.1pp | 425.99%-415.9pp | 48.65%-38.6pp |
| Employer contribution / active EE | $3,477 | $3,297+5.5% | $2,470+40.7% | $2,182+59.4% |
| Participant deferral / active EE | $3,495 | $4,538-23.0% | $3,497-0.1% | $3,356+4.1% |
| Admin fee / account holder | $166 | $81+103.8% | $5,481-97.0% | $70+135.5% |