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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,550 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $809 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,800 | $57,435-69.0% | $105,218-83.1% | $55,191-67.7% |
| Participation rate | 71.1% | 71.3%-0.3pp | 77.2%-6.2pp | 69.2%+1.9pp |
| Annual return | -0.56% | 2.97%-3.5pp | 5.33%-5.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $51 | $1,920-97.4% | $3,255-98.4% | $1,899-97.3% |
| Participant deferral / active EE | $2,229 | $3,495-36.2% | $4,867-54.2% | $3,046-26.8% |
| Admin fee / account holder | $138 | $70+95.7% | $6,992-98.0% | $91+51.6% |