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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,231 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,540 | $55,182+107.6% | $73,309+56.2% | $55,191+107.5% |
| Participation rate | 10.7% | 73.9%-63.2pp | 74.9%-64.2pp | 69.2%-58.4pp |
| Annual return | -0.42% | 8.55%-9.0pp | 5.67%-6.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,751 | $1,935-9.5% | $3,237-45.9% | $1,899-7.8% |
| Participant deferral / active EE | $6,707 | $4,641+44.5% | $4,991+34.4% | $3,046+120.2% |
| Admin fee / account holder | $356 | $68+419.4% | $5,635-93.7% | $91+291.8% |