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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,497 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $996 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,127 | $50,666-42.5% | $76,667-62.0% | $65,186-55.3% |
| Participation rate | 91.1% | 68.8%+22.3pp | 72.1%+19.0pp | 70.2%+20.9pp |
| Annual return | 19.88% | 28.51%-8.6pp | 1166.74%-1146.9pp | 29.39%-9.5pp |
| Employer contribution / active EE | $266 | $1,575-83.1% | $2,303-88.4% | $2,177-87.8% |
| Participant deferral / active EE | $1,812 | $2,647-31.5% | $3,336-45.7% | $3,514-48.4% |
| Admin fee / account holder | $168 | $463-63.8% | $6,423-97.4% | $847-80.2% |