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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,350 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $336 |
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 | $13,487 | $22,714-40.6% | $59,496-77.3% | $55,191-75.6% |
| Participation rate | 93.3% | 37.5%+55.8pp | 54.6%+38.7pp | 69.2%+24.1pp |
| Annual return | 8.94% | -44.01%+52.9pp | 182.05%-173.1pp | 10.78%-1.8pp |
| Employer contribution / active EE | $272 | $418-34.9% | $1,153-76.4% | $1,899-85.7% |
| Participant deferral / active EE | $2,124 | $843+151.9% | $1,829+16.1% | $3,046-30.3% |
| Admin fee / account holder | $3 | $83-96.2% | $2,232-99.9% | $91-96.5% |