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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,437 |
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.
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 | $220,185 | $69,383+217.3% | $101,275+117.4% | $73,497+199.6% |
| Participation rate | 98.6% | 68.4%+30.3pp | 75.8%+22.8pp | 70.7%+28.0pp |
| Annual return | 19.02% | 18.46%+0.6pp | 46.48%-27.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,080 | $3,301+144.8% | $4,371+84.9% | $3,740+116.0% |
| Admin fee / account holder | $248 | $704-64.7% | $5,948-95.8% | $513-51.6% |