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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $373,503 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,246 | $134,619-83.5% | $111,319-80.0% | $101,555-78.1% |
| Participation rate | 68.1% | 89.0%-20.9pp | 77.3%-9.2pp | 74.5%-6.5pp |
| Annual return | 18.46% | 17.96%+0.5pp | 54.68%-36.2pp | 21.00%-2.5pp |
| Employer contribution / active EE | $1,531 | $3,829-60.0% | $2,732-44.0% | $2,972-48.5% |
| Participant deferral / active EE | $3,486 | $6,572-47.0% | $4,488-22.3% | $4,874-28.5% |
| Admin fee / account holder | $62 | $86-28.7% | $7,966-99.2% | $139-55.9% |