Filed March 21, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,427 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $606 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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.
Annual investment return 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 | $4,721 | $45,000-89.5% | $143,801-96.7% | $77,906-93.9% |
| Participation rate | 31.9% | 66.8%-35.0pp | 80.3%-48.4pp | 73.7%-41.8pp |
| Annual return | -35.15% | 29.03%-64.2pp | -0.04%-35.1pp | 12.16%-47.3pp |
| Employer contribution / active EE | $1,019 | $1,870-45.5% | $4,952-79.4% | $2,846-64.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $14 | $98-86.1% | $14,680-99.9% | $133-89.7% |