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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,154 |
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $66,494 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,707 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,071 | $185,342-70.8% | $111,306-51.4% | $86,821-37.7% |
| Participation rate | 94.7% | 81.0%+13.7pp | 77.3%+17.4pp | 72.3%+22.4pp |
| Annual return | 14.40% | 500.80%-486.4pp | 54.67%-40.3pp | 97.94%-83.5pp |
| Employer contribution / active EE | $1,332 | $2,246-40.7% | $2,732-51.3% | $2,406-44.7% |
| Participant deferral / active EE | $3,252 | $4,458-27.1% | $4,488-27.5% | $4,132-21.3% |
| Admin fee / account holder | $348 | $255+36.2% | $7,966-95.6% | $170+105.2% |