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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $91,830 |
CLEARSTEAD ADVISORS, LLC1+ years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $14,200 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $533 |
COWEN & COMPANY LLC1+ years Service code 71 · EIN 84-1702964 | Brokerage Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,779 | $85,135+81.8% | $98,920+56.5% | $73,415+110.8% |
| Participation rate | 98.0% | 81.1%+16.9pp | 76.0%+22.0pp | 72.2%+25.9pp |
| Annual return | 12.27% | 19.14%-6.9pp | 196.47%-184.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $2,035 | $2,721-25.2% | $2,689-24.3% | $2,234-8.9% |
| Participant deferral / active EE | $7,523 | $4,349+73.0% | $4,245+77.2% | $3,806+97.7% |
| Admin fee / account holder | $149 | $139+6.9% | $6,643-97.8% | $158-5.7% |