Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,408 |
Service code 13 6737 W WASHINGTON STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $7,861 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,182 | $78,682+71.8% | $109,188+23.8% | $85,851+57.5% |
| Participation rate | 74.4% | 68.3%+6.1pp | 75.9%-1.5pp | 69.3%+5.0pp |
| Annual return | 17.74% | 25.09%-7.4pp | 25.76%-8.0pp | 318.63%-300.9pp |
| Employer contribution / active EE | $1,826 | $2,734-33.2% | $3,723-51.0% | $2,565-28.8% |
| Participant deferral / active EE | $7,150 | $3,468+106.2% | $4,654+53.6% | $3,952+80.9% |
| Admin fee / account holder | $350 | $5,470-93.6% | $6,755-94.8% | $6,261-94.4% |