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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,166 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $27,593 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,823 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,553 | $46,173-16.5% | $170,435-77.4% | $69,631-44.6% |
| Participation rate | 76.3% | 63.9%+12.4pp | 83.6%-7.3pp | 70.7%+5.6pp |
| Annual return | 12.91% | 21.62%-8.7pp | 205.94%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,128 | $2,080+2.3% | $4,939-56.9% | $3,224-34.0% |
| Admin fee / account holder | $304 | $116+161.8% | $13,881-97.8% | $110+174.9% |