Filed January 17, 2019 (most recent of 3 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 ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,477 |
Service code 12 1809 24TH STREET · GREAT BEND, KY 67530 | Recordkeeping fees; Recordkeeping and... | $2,800 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,677 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,506 | $72,770-16.9% | $67,652-10.6% | $55,191+9.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -1.99% | -3.26%+1.3pp | 6625.40%-6627.4pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,840 | $1,769+60.5% | $2,266+25.4% | $1,899+49.6% |
| Participant deferral / active EE | $5,764 | $3,408+69.1% | $3,560+61.9% | $3,046+89.2% |
| Admin fee / account holder | $23 | $79-71.1% | $4,821-99.5% | $91-74.9% |