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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 | $115,879 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,851 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $143,975 | $120,450+19.5% | $159,495-9.7% | $93,010+54.8% |
| Participation rate | 95.5% | 78.0%+17.5pp | 82.8%+12.6pp | 73.9%+21.6pp |
| Annual return | 17.68% | 27.11%-9.4pp | 263.72%-246.0pp | 158.70%-141.0pp |
| Employer contribution / active EE | $8,149 | $3,526+131.1% | $4,831+68.7% | $2,705+201.2% |
| Participant deferral / active EE | $13,776 | $7,283+89.1% | $7,354+87.3% | $4,561+202.0% |
| Admin fee / account holder | $121 | $137-11.7% | $10,804-98.9% | $152-20.4% |