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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 | $69,873 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $51,344 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $16,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,750 |
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 | $56,220 | $50,498+11.3% | $75,784-25.8% | $55,191+1.9% |
| Participation rate | 92.4% | 69.4%+23.0pp | 75.8%+16.6pp | 69.2%+23.2pp |
| Annual return | -0.16% | 1.80%-2.0pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $5,619 | $2,291+145.3% | $3,323+69.1% | $1,899+195.9% |
| Participant deferral / active EE | $2,192 | $2,589-15.3% | $3,652-40.0% | $3,046-28.0% |
| Admin fee / account holder | $268 | $123+118.0% | $5,300-94.9% | $91+195.5% |