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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $24,881 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,677 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,344 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,788 | $99,957-12.2% | $149,730-41.4% | $73,493+19.5% |
| Participation rate | 66.1% | 75.7%-9.6pp | 82.5%-16.4pp | 70.7%-4.6pp |
| Annual return | 14.20% | 53.87%-39.7pp | 276.70%-262.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,777 | $3,191-13.0% | $4,645-40.2% | $2,270+22.3% |
| Participant deferral / active EE | $6,071 | $6,0730% | $6,843-11.3% | $3,740+62.3% |
| Admin fee / account holder | $401 | $551-27.2% | $9,310-95.7% | $513-21.8% |