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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 | $943 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
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 | $27,409 | $39,245-30.2% | $64,105-57.2% | $52,331-47.6% |
| Participation rate | 99.0% | 58.2%+40.8pp | 68.2%+30.9pp | 68.1%+30.9pp |
| Annual return | 0.77% | 14.79%-14.0pp | 791.24%-790.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $611 | $736-16.9% | $1,820-66.4% | $1,882-67.5% |
| Participant deferral / active EE | $2,525 | $1,992+26.8% | $2,822-10.5% | $3,022-16.4% |
| Admin fee / account holder | $13 | $592-97.8% | $4,499-99.7% | $592-97.8% |