Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,515 |
LOWE BROCKENBROUGH & COMPANY INC2 years Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $26,407 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,764 | $61,156+94.2% | $185,823-36.1% | $79,386+49.6% |
| Participation rate | 63.6% | 66.6%-3.0pp | 81.7%-18.1pp | 70.7%-7.1pp |
| Annual return | 11.31% | 19.45%-8.1pp | 122.05%-110.7pp | 116.85%-105.5pp |
| Employer contribution / active EE | $3,002 | $2,321+29.4% | $5,167-41.9% | $2,427+23.7% |
| Participant deferral / active EE | $6,563 | $2,789+135.3% | $5,568+17.9% | $4,046+62.2% |
| Admin fee / account holder | $426 | $710-39.9% | $16,237-97.4% | $626-31.9% |