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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,065 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,385 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,495 | $55,636-34.4% | $81,988-55.5% | $73,493-50.3% |
| Participation rate | 40.8% | 62.3%-21.5pp | 69.3%-28.5pp | 70.7%-29.9pp |
| Annual return | 21.24% | 19.07%+2.2pp | 41.31%-20.1pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,008 | $1,625-38.0% | $2,498-59.7% | $2,270-55.6% |
| Participant deferral / active EE | $1,713 | $2,762-38.0% | $3,722-54.0% | $3,740-54.2% |
| Admin fee / account holder | $117 | $493-76.3% | $5,665-97.9% | $513-77.2% |