Filed February 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $36,981 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,766 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,326 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,626 | $56,152-65.0% | $185,823-89.4% | $73,409-73.3% |
| Participation rate | 90.9% | 67.6%+23.3pp | 78.0%+12.9pp | 72.2%+18.7pp |
| Annual return | 18.67% | 17.59%+1.1pp | 35.95%-17.3pp | 59.29%-40.6pp |
| Employer contribution / active EE | $1,227 | $1,532-19.9% | $4,087-70.0% | $2,234-45.1% |
| Participant deferral / active EE | $3,346 | $3,659-8.6% | $5,632-40.6% | $3,805-12.1% |
| Admin fee / account holder | $116 | $132-11.9% | $9,500-98.8% | $158-26.3% |