Filed November 27, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $44,515 |
Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
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 | $116,214 | $54,121+114.7% | $134,162-13.4% | $73,412+58.3% |
| Participation rate | 97.3% | 64.4%+33.0pp | 72.2%+25.1pp | 72.2%+25.2pp |
| Annual return | 16.57% | -312.52%+329.1pp | 36.35%-19.8pp | 59.30%-42.7pp |
| Employer contribution / active EE | $1,638 | $1,402+16.8% | $3,705-55.8% | $2,234-26.7% |
| Participant deferral / active EE | $6,241 | $2,844+119.4% | $3,500+78.3% | $3,806+64.0% |
| Admin fee / account holder | $86 | $132-34.9% | $6,685-98.7% | $158-45.5% |