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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 | $5,738 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,088 |
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 | $65,170 | $57,108+14.1% | $94,229-30.8% | $52,331+24.5% |
| Participation rate | 91.3% | 72.9%+18.4pp | 78.8%+12.5pp | 68.1%+23.2pp |
| Annual return | -0.77% | 1.47%-2.2pp | 10.68%-11.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $6,871 | $1,735+296.0% | $3,587+91.6% | $1,882+265.2% |
| Participant deferral / active EE | $3,477 | $3,040+14.4% | $4,320-19.5% | $3,022+15.0% |
| Admin fee / account holder | $53 | $546-90.4% | $6,269-99.2% | $592-91.1% |