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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,110 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,525 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,218 | $58,888-57.2% | $178,499-85.9% | $73,493-65.7% |
| Participation rate | 77.3% | 66.2%+11.0pp | 81.9%-4.7pp | 70.7%+6.6pp |
| Annual return | 16.60% | 24.86%-8.3pp | 151.10%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,806 | $2,236-19.2% | $5,011-64.0% | $2,270-20.4% |
| Participant deferral / active EE | $1,679 | $2,568-34.6% | $5,202-67.7% | $3,740-55.1% |
| Admin fee / account holder | $41 | $400-89.8% | $13,986-99.7% | $513-92.1% |