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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,013 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,504 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,974 | $78,670-42.8% | $109,173-58.8% | $85,847-47.6% |
| Participation rate | 98.8% | 68.3%+30.6pp | 75.9%+23.0pp | 69.3%+29.5pp |
| Annual return | 13.93% | 25.09%-11.2pp | 25.75%-11.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $4,021 | $2,734+47.1% | $3,723+8.0% | $2,565+56.8% |
| Participant deferral / active EE | $6,609 | $3,467+90.6% | $4,654+42.0% | $3,952+67.2% |
| Admin fee / account holder | $136 | $5,469-97.5% | $6,755-98.0% | $6,261-97.8% |