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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,970 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,865 | $84,936-2.4% | $111,303-25.6% | $79,393+4.4% |
| Participation rate | 91.6% | 75.9%+15.8pp | 77.3%+14.3pp | 70.7%+20.9pp |
| Annual return | 39.57% | 17.45%+22.1pp | 54.66%-15.1pp | 116.87%-77.3pp |
| Employer contribution / active EE | $1,979 | $1,9790% | $2,731-27.6% | $2,428-18.5% |
| Participant deferral / active EE | $8,785 | $3,888+125.9% | $4,487+95.8% | $4,046+117.1% |
| Admin fee / account holder | $145 | $537-73.1% | $7,966-98.2% | $627-76.9% |