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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,370 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,845 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,643 | $65,453+29.3% | $86,691-2.4% | $66,930+26.5% |
| Participation rate | 76.3% | 75.5%+0.8pp | 76.6%-0.3pp | 69.8%+6.5pp |
| Annual return | 3.59% | -10.89%+14.5pp | 35.94%-32.3pp | 1.57%+2.0pp |
| Employer contribution / active EE | $1,635 | $2,154-24.1% | $2,837-42.4% | $2,545-35.7% |
| Participant deferral / active EE | $3,743 | $4,102-8.7% | $4,656-19.6% | $4,238-11.7% |
| Admin fee / account holder | $238 | $642-62.9% | $7,492-96.8% | $593-59.8% |