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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,079 |
Service code 27 16516 BERNARDO CTR DR STE 300 · SAN DIEGO, CA 92128 | Advisory (Plan) | $5,754 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,097 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,492 | $50,666-77.3% | $76,823-85.0% | $65,185-82.4% |
| Participation rate | 81.7% | 68.8%+12.9pp | 72.1%+9.6pp | 70.2%+11.5pp |
| Annual return | 22.75% | 28.51%-5.8pp | 1166.42%-1143.7pp | 29.38%-6.6pp |
| Employer contribution / active EE | $620 | $1,575-60.6% | $2,302-73.1% | $2,177-71.5% |
| Participant deferral / active EE | $2,212 | $2,647-16.4% | $3,336-33.7% | $3,514-37.1% |
| Admin fee / account holder | $107 | $463-76.9% | $6,422-98.3% | $847-87.4% |