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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,006 |
KEMPER CPA GROUP LLP6+ years Service code 10 PO BOX 297 · VINCENNES, IN 47591 | Accounting | $14,400 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $5,840 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $874 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,832 | $59,267-59.8% | $96,575-75.3% | $79,393-70.0% |
| Participation rate | 86.6% | 61.9%+24.7pp | 69.8%+16.7pp | 70.7%+15.8pp |
| Annual return | 27.73% | 27.08%+0.7pp | 37.79%-10.1pp | 116.87%-89.1pp |
| Employer contribution / active EE | $2,011 | $1,216+65.4% | $2,357-14.7% | $2,428-17.2% |
| Participant deferral / active EE | $1,026 | $2,947-65.2% | $3,849-73.3% | $4,046-74.6% |
| Admin fee / account holder | $267 | $659-59.5% | $6,182-95.7% | $627-57.4% |