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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,704 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,011 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,612 | $127,481-7.7% | $149,751-21.5% | $90,274+30.3% |
| Participation rate | 96.3% | 78.2%+18.0pp | 82.5%+13.8pp | 73.4%+22.9pp |
| Annual return | 27.41% | 57.78%-30.4pp | 276.71%-249.3pp | 53.97%-26.6pp |
| Employer contribution / active EE | $7,829 | $3,448+127.1% | $4,646+68.5% | $2,523+210.3% |
| Participant deferral / active EE | $12,838 | $6,975+84.0% | $6,843+87.6% | $4,231+203.5% |
| Admin fee / account holder | $76 | $152-49.9% | $9,312-99.2% | $114-33.4% |