Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $15,982 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,446 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,987 | $93,131-30.2% | $106,554-39.0% | $86,828-25.2% |
| Participation rate | 85.5% | 81.4%+4.1pp | 76.1%+9.4pp | 72.3%+13.2pp |
| Annual return | 11.03% | 19.45%-8.4pp | 26.80%-15.8pp | 97.95%-86.9pp |
| Employer contribution / active EE | $1,662 | $2,895-42.6% | $2,819-41.0% | $2,406-30.9% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $93 | $145-35.7% | $7,408-98.7% | $170-45.0% |