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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $151,807 |
DORBAR INSURANCE3+ 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 | $15,077 |
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 | $49,331 | $90,410-45.4% | $91,004-45.8% | $77,958-36.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 75.6%+24.4pp | 71.6%+28.4pp |
| Annual return | 16.58% | 21.34%-4.8pp | 4.60%+12.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $3,760 | $3,392+10.9% | $2,456+53.1% | $2,310+62.7% |
| Participant deferral / active EE | $3,827 | $4,816-20.5% | $3,548+7.9% | $3,537+8.2% |
| Admin fee / account holder | $159 | $79+101.7% | $5,417-97.1% | $97+63.5% |