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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,309 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,205 | $33,745-72.7% | $64,105-85.6% | $55,191-83.3% |
| Participation rate | 47.5% | 59.4%-11.8pp | 68.2%-20.6pp | 69.2%-21.6pp |
| Annual return | -5.49% | 4.95%-10.4pp | 791.24%-796.7pp | 10.78%-16.3pp |
| Employer contribution / active EE | $649 | $641+1.2% | $1,820-64.4% | $1,899-65.8% |
| Participant deferral / active EE | $1,393 | $1,929-27.8% | $2,822-50.6% | $3,046-54.3% |
| Admin fee / account holder | $30 | $94-68.4% | $4,499-99.3% | $91-67.1% |