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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $57,775 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,706 | $93,131-28.4% | $106,554-37.4% | $86,828-23.2% |
| Participation rate | 58.6% | 81.4%-22.8pp | 76.1%-17.5pp | 72.3%-13.6pp |
| Annual return | 13.95% | 19.45%-5.5pp | 26.80%-12.9pp | 97.95%-84.0pp |
| Employer contribution / active EE | $827 | $2,895-71.4% | $2,819-70.7% | $2,406-65.6% |
| Participant deferral / active EE | $2,357 | $4,708-49.9% | $4,398-46.4% | $4,132-43.0% |
| Admin fee / account holder | $89 | $145-38.8% | $7,408-98.8% | $170-47.7% |