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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,481 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $9,488 |
THE AUDIT GROUP PLLC2 years Service code 10 4267 CANAL AVE SW · GRANDVILLE, MI 49418 | Accounting | $3,985 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,539 |
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,957 | $69,362-72.7% | $101,248-81.3% | $73,488-74.2% |
| Participation rate | 88.9% | 68.4%+20.5pp | 75.8%+13.1pp | 70.7%+18.2pp |
| Annual return | 3.17% | 18.46%-15.3pp | 46.47%-43.3pp | 28.51%-25.3pp |
| Employer contribution / active EE | $1,050 | $2,628-60.1% | $3,660-71.3% | $2,270-53.8% |
| Participant deferral / active EE | $2,192 | $3,300-33.6% | $4,370-49.8% | $3,740-41.4% |
| Admin fee / account holder | $138 | $704-80.4% | $5,945-97.7% | $513-73.1% |