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| Provider | Service type | Compensation |
|---|---|---|
KEMPER CPA GROUP LLP5+ years Service code 10 PO BOX 297 · VINCENNES, IN 47591 | Accounting | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,968 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $4,619 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,005 | $54,573-78.0% | $90,970-86.8% | $73,497-83.7% |
| Participation rate | 80.5% | 61.2%+19.3pp | 69.0%+11.5pp | 70.7%+9.8pp |
| Annual return | 1.11% | 16.69%-15.6pp | 134.60%-133.5pp | 28.51%-27.4pp |
| Employer contribution / active EE | $1,572 | $991+58.6% | $2,122-25.9% | $2,270-30.7% |
| Participant deferral / active EE | $587 | $2,517-76.7% | $3,373-82.6% | $3,740-84.3% |
| Admin fee / account holder | $147 | $521-71.8% | $5,961-97.5% | $513-71.3% |