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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,846 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $10,689 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,502 | $39,948+1.4% | $89,414-54.7% | $73,412-44.8% |
| Participation rate | 39.2% | 50.4%-11.2pp | 68.0%-28.7pp | 72.2%-32.9pp |
| Annual return | 19.45% | 50.12%-30.7pp | 245.50%-226.0pp | 59.30%-39.8pp |
| Employer contribution / active EE | $333 | $1,200-72.3% | $2,586-87.1% | $2,234-85.1% |
| Participant deferral / active EE | $1,122 | $2,193-48.8% | $3,890-71.1% | $3,806-70.5% |
| Admin fee / account holder | $218 | $134+62.3% | $4,883-95.5% | $158+38.0% |