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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,171 |
Filed as: ADVISED ASSET GROUP Service code 28 8519 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,571 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 27 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $2,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,576 | $54,320-67.6% | $67,652-74.0% | $52,331-66.4% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.7%+22.4pp | 68.1%+30.0pp |
| Annual return | -3.23% | 6.81%-10.0pp | 6625.40%-6628.6pp | 4.54%-7.8pp |
| Employer contribution / active EE | $843 | $1,544-45.4% | $2,266-62.8% | $1,882-55.2% |
| Participant deferral / active EE | $1,421 | $2,950-51.8% | $3,560-60.1% | $3,022-53.0% |
| Admin fee / account holder | $234 | $527-55.6% | $4,821-95.1% | $592-60.4% |