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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,207 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $68,522 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,509 | $104,336-58.3% | $159,455-72.7% | $86,813-49.9% |
| Participation rate | 68.8% | 77.7%-8.9pp | 82.8%-14.0pp | 72.3%-3.5pp |
| Annual return | 17.00% | 26.32%-9.3pp | 263.63%-246.6pp | 97.93%-80.9pp |
| Employer contribution / active EE | $3,495 | $3,451+1.3% | $4,830-27.6% | $2,406+45.3% |
| Participant deferral / active EE | $8,007 | $6,837+17.1% | $7,353+8.9% | $4,131+93.8% |
| Admin fee / account holder | $297 | $172+72.3% | $10,800-97.3% | $170+75.0% |