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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $389,263 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,363 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,807 | $105,173-85.0% | $87,102-81.9% | $77,775-79.7% |
| Participation rate | 95.7% | 85.8%+9.9pp | 76.9%+18.8pp | 73.2%+22.5pp |
| Annual return | 32.79% | 24.52%+8.3pp | 28.19%+4.6pp | 32.58%+0.2pp |
| Employer contribution / active EE | $2,097 | $2,890-27.4% | $2,521-16.8% | $2,504-16.2% |
| Participant deferral / active EE | $4,460 | $5,048-11.6% | $4,048+10.2% | $3,966+12.5% |
| Admin fee / account holder | $82 | $105-21.2% | $7,493-98.9% | $100-17.6% |