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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,195 |
DENALI WEALTH MANAGEMENT1+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $14,325 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $12,025 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $57,108-100.0% | $94,229-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | -0.99% | 1.47%-2.5pp | 10.68%-11.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,386 | $1,735+37.5% | $3,587-33.5% | $1,882+26.8% |
| Participant deferral / active EE | $3,856 | $3,040+26.9% | $4,320-10.7% | $3,022+27.6% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |