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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,523 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $19,904 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,437 | $59,584+46.7% | $86,615+0.9% | $79,391+10.1% |
| Participation rate | 68.1% | 67.7%+0.4pp | 71.6%-3.6pp | 70.7%-2.6pp |
| Annual return | 14.21% | 23.15%-8.9pp | 63.51%-49.3pp | 116.88%-102.7pp |
| Employer contribution / active EE | $1,950 | $1,768+10.3% | $2,496-21.9% | $2,428-19.7% |
| Participant deferral / active EE | $3,897 | $3,036+28.3% | $3,699+5.4% | $4,046-3.7% |
| Admin fee / account holder | $414 | $604-31.5% | $5,830-92.9% | $627-34.0% |