Filed April 13, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,232 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $86,487 |
MORGAN STANLEY SMITH BARNEY5 years Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $84,080 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,513 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,926 | $56,095-9.2% | $178,503-71.5% | $90,274-43.6% |
| Participation rate | 99.9% | 65.6%+34.4pp | 81.9%+18.0pp | 73.4%+26.6pp |
| Annual return | 18.32% | 28.81%-10.5pp | 151.12%-132.8pp | 53.97%-35.7pp |
| Employer contribution / active EE | $4,342 | $1,572+176.1% | $5,011-13.4% | $2,523+72.1% |
| Participant deferral / active EE | $3,510 | $2,669+31.5% | $5,202-32.5% | $4,231-17.0% |
| Admin fee / account holder | $170 | $101+68.7% | $13,987-98.8% | $114+48.8% |