Filed November 2, 2018
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $12,648 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,404 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,800 | $69,383-39.8% | $101,275-58.7% | $73,497-43.1% |
| Participation rate | 33.3% | 68.4%-35.0pp | 75.8%-42.5pp | 70.7%-37.3pp |
| Annual return | 12.29% | 18.46%-6.2pp | 46.48%-34.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $949 | $2,628-63.9% | $3,660-74.1% | $2,270-58.2% |
| Participant deferral / active EE | $1,813 | $3,301-45.1% | $4,371-58.5% | $3,740-51.5% |
| Admin fee / account holder | $251 | $704-64.3% | $5,948-95.8% | $513-51.0% |