Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 90 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,068 |
EQUITABLE ADVISORS LLC1 year Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $58,019 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $6,307 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,454 | $70,917-21.8% | $98,920-43.9% | $73,493-24.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 11.50% | 34.18%-22.7pp | 196.47%-185.0pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,129 | $2,037+4.5% | $2,689-20.8% | $2,270-6.2% |
| Participant deferral / active EE | $4,648 | $3,501+32.8% | $4,245+9.5% | $3,740+24.3% |
| Admin fee / account holder | $415 | $535-22.3% | $6,643-93.7% | $513-19.0% |