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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $14,412 | $58,655-75.4% | $91,994-84.3% | $65,185-77.9% |
| Participation rate | 36.6% | 75.3%-38.7pp | 78.6%-42.0pp | 70.2%-33.6pp |
| Annual return | 36.79% | 33.92%+2.9pp | 69.04%-32.2pp | 29.38%+7.4pp |
| Employer contribution / active EE | $432 | $2,080-79.2% | $3,453-87.5% | $2,177-80.2% |
| Participant deferral / active EE | $1,232 | $5,474-77.5% | $5,924-79.2% | $3,514-64.9% |
| Admin fee / account holder | $12 | $434-97.3% | $7,744-99.8% | $847-98.6% |