Filed August 15, 2023 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,960 |
Service code 10 · EIN 38-2445537 | Accounting | $8,250 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,645 |
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 | $126,677 | $73,404+72.6% | $87,104+45.4% | $67,579+87.4% |
| Participation rate | 99.8% | 80.9%+19.0pp | 76.9%+23.0pp | 71.3%+28.6pp |
| Annual return | 23.88% | 48.29%-24.4pp | 28.19%-4.3pp | 378.56%-354.7pp |
| Employer contribution / active EE | $4,434 | $2,014+120.2% | $2,521+75.8% | $2,148+106.4% |
| Participant deferral / active EE | $6,985 | $3,913+78.5% | $4,048+72.5% | $3,539+97.3% |
| Admin fee / account holder | $41 | $142-70.8% | $7,491-99.4% | $142-71.0% |