Filed June 16, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,386 |
SUMMIT PLANNING GROUP1+ years Service code 27 3071 VOYAGER DR. STE A · GREEN BAY, WI 54311 | Advisory (Plan) | $34,472 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $807 |
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.)
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 | $57,678 | $57,108+1.0% | $94,229-38.8% | $52,331+10.2% |
| Participation rate | 67.6% | 72.9%-5.4pp | 78.8%-11.2pp | 68.1%-0.5pp |
| Annual return | -1.37% | 1.47%-2.8pp | 10.68%-12.1pp | 4.54%-5.9pp |
| Employer contribution / active EE | $685 | $1,735-60.5% | $3,587-80.9% | $1,882-63.6% |
| Participant deferral / active EE | $2,540 | $3,040-16.4% | $4,320-41.2% | $3,022-15.9% |
| Admin fee / account holder | $586 | $546+7.2% | $6,269-90.7% | $592-0.9% |