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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,847 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,321 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,892 | $66,813-10.4% | $100,530-40.4% | $73,493-18.5% |
| Participation rate | 82.5% | 77.5%+5.0pp | 79.4%+3.1pp | 70.7%+11.8pp |
| Annual return | 46.08% | 25.70%+20.4pp | 30.89%+15.2pp | 28.51%+17.6pp |
| Employer contribution / active EE | $4,027 | $2,147+87.6% | $3,418+17.8% | $2,270+77.4% |
| Participant deferral / active EE | $7,035 | $5,883+19.6% | $6,271+12.2% | $3,740+88.1% |
| Admin fee / account holder | $92 | $512-82.0% | $8,083-98.9% | $513-82.1% |