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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,102 | $57,108+10.5% | $94,228-33.0% | $52,331+20.6% |
| Participation rate | 77.6% | 72.9%+4.6pp | 78.8%-1.2pp | 68.1%+9.5pp |
| Annual return | -0.46% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,845 | $3,040+26.5% | $4,320-11.0% | $3,022+27.2% |
| Admin fee / account holder | $7,174 | $546+1212.8% | $6,269+14.4% | $592+1112.7% |