Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $318,682 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $162,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,909 | $45,000+204.2% | $143,757-4.8% | $77,904+75.7% |
| Participation rate | 97.8% | 66.8%+31.0pp | 80.3%+17.5pp | 73.7%+24.1pp |
| Annual return | -17.72% | 29.03%-46.7pp | -0.04%-17.7pp | 12.21%-29.9pp |
| Employer contribution / active EE | $11,144 | $1,870+496.1% | $4,951+125.1% | $2,848+291.3% |
| Participant deferral / active EE | $7,067 | $3,157+123.9% | $5,637+25.4% | $4,806+47.0% |
| Admin fee / account holder | $88 | $98-10.2% | $14,673-99.4% | $133-33.3% |