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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREEENWOOD VILLAGE, CO 80111 | Investment Management | $14,895 |
CLARK, SCHAEFER, HACKETT & CO.7+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $4,099 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,931 | $59,584-16.2% | $86,868-42.5% | $79,393-37.1% |
| Participation rate | 40.6% | 67.7%-27.0pp | 71.6%-31.0pp | 70.7%-30.1pp |
| Annual return | 12.89% | 23.15%-10.3pp | 63.53%-50.6pp | 116.87%-104.0pp |
| Employer contribution / active EE | $410 | $1,768-76.8% | $2,496-83.6% | $2,428-83.1% |
| Participant deferral / active EE | $1,443 | $3,036-52.5% | $3,699-61.0% | $4,046-64.3% |
| Admin fee / account holder | $167 | $604-72.3% | $5,829-97.1% | $627-73.3% |