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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 | $2,089 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,043 | $56,197+47.8% | $67,652+22.8% | $59,633+39.3% |
| Participation rate | 96.9% | 71.5%+25.5pp | 75.7%+21.3pp | 68.7%+28.3pp |
| Annual return | -0.49% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,219 | $1,615-24.5% | $2,266-46.2% | $2,203-44.7% |
| Participant deferral / active EE | $5,131 | $2,844+80.4% | $3,560+44.1% | $3,192+60.8% |
| Admin fee / account holder | $46 | $3,958-98.8% | $4,821-99.1% | $4,297-98.9% |