Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $27,202 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,415 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $70,851 | $121,341-41.6% | $189,537-62.6% | $79,391-10.8% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.8%+6.8pp | 70.7%+23.9pp |
| Annual return | 11.57% | 21.08%-9.5pp | 555.34%-543.8pp | 116.88%-105.3pp |
| Employer contribution / active EE | $2,756 | $3,915-29.6% | $6,161-55.3% | $2,428+13.5% |
| Participant deferral / active EE | $4,545 | $6,395-28.9% | $8,220-44.7% | $4,046+12.3% |
| Admin fee / account holder | $318 | $651-51.3% | $12,048-97.4% | $627-49.3% |