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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,562 |
Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $5,521 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,661 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,941 | $72,770-54.7% | $67,653-51.3% | $55,191-40.3% |
| Participation rate | 94.4% | 78.8%+15.6pp | 75.7%+18.7pp | 69.2%+25.2pp |
| Annual return | 0.29% | -3.26%+3.6pp | 6625.22%-6624.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,392 | $1,769+35.2% | $2,266+5.6% | $1,899+26.0% |
| Participant deferral / active EE | $3,567 | $3,408+4.7% | $3,560+0.2% | $3,046+17.1% |
| Admin fee / account holder | $42 | $79-46.2% | $4,821-99.1% | $91-53.3% |