Filed January 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,521 |
FIDUCIENT ADVISORS LLC1 year Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $57,925 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $31,814 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,617 | $185,342+53.0% | $111,319+154.8% | $86,828+226.6% |
| Participation rate | 99.4% | 81.0%+18.4pp | 77.3%+22.0pp | 72.3%+27.1pp |
| Annual return | 13.16% | 500.80%-487.6pp | 54.68%-41.5pp | 97.95%-84.8pp |
| Employer contribution / active EE | $6,040 | $2,246+168.9% | $2,732+121.1% | $2,406+151.0% |
| Participant deferral / active EE | $7,336 | $4,458+64.5% | $4,488+63.5% | $4,132+77.5% |
| Admin fee / account holder | $401 | $255+57.1% | $7,966-95.0% | $170+136.6% |