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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,603 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,446 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,363 | $61,473+94.2% | $81,726+46.1% | $73,412+62.6% |
| Participation rate | 93.3% | 72.4%+21.0pp | 72.0%+21.3pp | 72.2%+21.2pp |
| Annual return | 13.40% | 28.26%-14.9pp | 29.49%-16.1pp | 59.30%-45.9pp |
| Employer contribution / active EE | $3,669 | $1,898+93.3% | $4,311-14.9% | $2,234+64.3% |
| Participant deferral / active EE | $7,110 | $3,080+130.8% | $7,1080% | $3,806+86.8% |
| Admin fee / account holder | $209 | $125+66.3% | $5,160-96.0% | $158+32.2% |