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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,043 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,316 |
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 | $53,684 | $100,801-46.7% | $149,715-64.1% | $73,412-26.9% |
| Participation rate | 96.6% | 77.7%+18.9pp | 82.5%+14.1pp | 72.2%+24.4pp |
| Annual return | 52.76% | 265.34%-212.6pp | 276.66%-223.9pp | 59.30%-6.5pp |
| Employer contribution / active EE | $3,220 | $3,312-2.8% | $4,645-30.7% | $2,234+44.2% |
| Participant deferral / active EE | $5,753 | $6,404-10.2% | $6,842-15.9% | $3,806+51.2% |
| Admin fee / account holder | $89 | $181-50.8% | $9,310-99.0% | $158-43.7% |