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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 15 8515 EAST ORCHARD ROAD · REENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,711 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $11,981 |
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).
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 | $12,887 | $53,412-75.9% | $68,509-81.2% | $52,331-75.4% |
| Participation rate | 92.1% | 71.7%+20.5pp | 74.7%+17.4pp | 68.1%+24.0pp |
| Annual return | 1.84% | 3.42%-1.6pp | 8.27%-6.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,635 | $1,607+1.7% | $2,278-28.2% | $1,882-13.1% |
| Participant deferral / active EE | $2,556 | $2,688-4.9% | $3,382-24.4% | $3,022-15.4% |
| Admin fee / account holder | $108 | $461-76.5% | $5,275-98.0% | $592-81.7% |