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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,565 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $730 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,017 | $58,895-67.7% | $178,503-89.3% | $73,497-74.1% |
| Participation rate | 73.3% | 66.2%+7.0pp | 81.9%-8.7pp | 70.7%+2.6pp |
| Annual return | 13.10% | 24.86%-11.8pp | 151.12%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $211 | $2,236-90.6% | $5,011-95.8% | $2,270-90.7% |
| Participant deferral / active EE | $2,368 | $2,567-7.7% | $5,202-54.5% | $3,740-36.7% |
| Admin fee / account holder | $140 | $400-65.1% | $13,987-99.0% | $513-72.8% |