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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,537 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,841 |
CENTAURUS FINANCIAL INC4 years Service code 55 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Other Commissions | $13,667 |
Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $13,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,121 | $78,781-35.1% | $100,530-49.1% | $73,412-30.4% |
| Participation rate | 63.0% | 80.0%-17.0pp | 79.4%-16.4pp | 72.2%-9.2pp |
| Annual return | 17.48% | 31.69%-14.2pp | 30.89%-13.4pp | 59.30%-41.8pp |
| Employer contribution / active EE | $1,695 | $2,420-29.9% | $3,418-50.4% | $2,234-24.1% |
| Participant deferral / active EE | $3,019 | $6,537-53.8% | $6,271-51.8% | $3,806-20.7% |
| Admin fee / account holder | $195 | $145+34.0% | $8,083-97.6% | $158+23.3% |