Filed October 16, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,211 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $19,670 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $8,859 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,511 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,926 | $56,540-43.5% | $185,851-82.8% | $86,821-63.2% |
| Participation rate | 62.0% | 65.5%-3.5pp | 81.7%-19.7pp | 72.3%-10.3pp |
| Annual return | 81.62% | 118.20%-36.6pp | 122.11%-40.5pp | 97.94%-16.3pp |
| Employer contribution / active EE | $1,289 | $1,844-30.1% | $5,168-75.1% | $2,406-46.4% |
| Participant deferral / active EE | $2,390 | $2,555-6.5% | $5,569-57.1% | $4,132-42.2% |
| Admin fee / account holder | $159 | $150+6.3% | $16,245-99.0% | $170-6.2% |