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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,348 |
Filed as: AMERICAN PORTFOLIOS ADVISORS INC Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $13,069 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $12,530 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,852 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,506 | $104,336-81.3% | $159,487-87.8% | $86,821-77.5% |
| Participation rate | 85.7% | 77.7%+8.0pp | 82.8%+2.9pp | 72.3%+13.4pp |
| Annual return | 45.32% | 26.32%+19.0pp | 263.71%-218.4pp | 97.94%-52.6pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $7,080 | $6,837+3.6% | $7,354-3.7% | $4,132+71.3% |
| Admin fee / account holder | $113 | $172-34.4% | $10,804-99.0% | $170-33.4% |