Filed June 22, 2016 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $4,603 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,371 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $4,107 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,664 | $110,699+33.4% | $177,821-17.0% | $90,288+63.5% |
| Participation rate | 99.1% | 88.3%+10.7pp | 87.7%+11.4pp | 73.4%+25.7pp |
| Annual return | 14.46% | 22.79%-8.3pp | 48.32%-33.9pp | 53.97%-39.5pp |
| Employer contribution / active EE | $8,365 | $4,118+103.1% | $5,918+41.3% | $2,524+231.4% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $4 | $90-95.5% | $12,427-100.0% | $114-96.4% |