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 | $98,765 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,434 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,974 | $62,723+132.7% | $142,898+2.2% | $86,821+68.1% |
| Participation rate | 98.9% | 62.6%+36.3pp | 72.0%+26.9pp | 72.3%+26.6pp |
| Annual return | 16.31% | 17.62%-1.3pp | 5639.64%-5623.3pp | 97.94%-81.6pp |
| Employer contribution / active EE | $1,597 | $1,627-1.8% | $4,146-61.5% | $2,406-33.6% |
| Participant deferral / active EE | $6,652 | $3,039+118.9% | $3,838+73.3% | $4,132+61.0% |
| Admin fee / account holder | $96 | $140-31.4% | $6,560-98.5% | $170-43.5% |