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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,231 |
APW CAPITAL INC3 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $12,162 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,526 |
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 | $26,725 | $58,888-54.6% | $178,499-85.0% | $73,493-63.6% |
| Participation rate | 72.9% | 66.2%+6.6pp | 81.9%-9.1pp | 70.7%+2.2pp |
| Annual return | 19.33% | 24.86%-5.5pp | 151.10%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $821 | $2,236-63.3% | $5,011-83.6% | $2,270-63.8% |
| Participant deferral / active EE | $1,402 | $2,568-45.4% | $5,202-73.0% | $3,740-62.5% |
| Admin fee / account holder | $129 | $400-67.7% | $13,986-99.1% | $513-74.8% |