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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,871 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,608 |
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 | $71,776 | $62,324+15.2% | $68,509+4.8% | $55,191+30.0% |
| Participation rate | 95.5% | 78.9%+16.6pp | 74.7%+20.8pp | 69.2%+26.3pp |
| Annual return | 0.77% | 4.26%-3.5pp | 8.27%-7.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,419 | $2,223-36.2% | $2,278-37.7% | $1,899-25.3% |
| Participant deferral / active EE | $4,606 | $3,425+34.5% | $3,382+36.2% | $3,046+51.2% |
| Admin fee / account holder | $52 | $91-43.1% | $5,275-99.0% | $91-42.7% |