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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADIRONDACK TRADING GROUP LLC Service code 55 2123 MAIN ST · NEW WOODSTOCK, NY 13122 | Other Commissions | $7,129 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,650 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,498 | $22,714-62.6% | $59,496-85.7% | $55,191-84.6% |
| Participation rate | 21.3% | 37.5%-16.2pp | 54.6%-33.3pp | 69.2%-47.9pp |
| Annual return | 1.16% | -44.01%+45.2pp | 182.05%-180.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $366 | $843-56.6% | $1,829-80.0% | $3,046-88.0% |
| Admin fee / account holder | $8 | $83-90.1% | $2,232-99.6% | $91-91.0% |