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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 | $8,366 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,519 |
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 | $78,894 | $48,277+63.4% | $63,244+24.7% | $55,191+42.9% |
| Participation rate | 80.3% | 69.4%+11.0pp | 71.0%+9.3pp | 69.2%+11.2pp |
| Annual return | 2.52% | 2.37%+0.1pp | -70.31%+72.8pp | 10.78%-8.3pp |
| Employer contribution / active EE | $2,561 | $1,592+60.9% | $2,322+10.3% | $1,899+34.9% |
| Participant deferral / active EE | $4,507 | $2,432+85.3% | $2,953+52.6% | $3,046+47.9% |
| Admin fee / account holder | $22 | $86-74.2% | $5,893-99.6% | $91-75.5% |