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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $375,604 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,112 |
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 | $23,009 | $176,471-87.0% | $95,968-76.0% | $90,274-74.5% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.6pp |
| Annual return | 21.94% | 20.15%+1.8pp | 91.65%-69.7pp | 53.97%-32.0pp |
| Employer contribution / active EE | $2,231 | $2,783-19.8% | $2,542-12.2% | $2,523-11.6% |
| Participant deferral / active EE | $5,570 | $5,325+4.6% | $4,167+33.7% | $4,231+31.7% |
| Admin fee / account holder | $83 | $154-45.9% | $6,798-98.8% | $114-26.9% |