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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $16,144 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,672 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,667 | $64,286-15.0% | $90,965-39.9% | $73,412-25.5% |
| Participation rate | 23.4% | 63.6%-40.2pp | 69.0%-45.6pp | 72.2%-48.8pp |
| Annual return | 13.06% | 21.46%-8.4pp | 134.57%-121.5pp | 59.30%-46.2pp |
| Employer contribution / active EE | $509 | $895-43.1% | $2,122-76.0% | $2,234-77.2% |
| Participant deferral / active EE | $976 | $2,453-60.2% | $3,373-71.1% | $3,806-74.4% |
| Admin fee / account holder | $337 | $287+17.2% | $5,960-94.4% | $158+113.2% |