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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,583 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $12,519 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $110,165 | $86,341+27.6% | $125,192-12.0% | $65,185+69.0% |
| Participation rate | 86.4% | 75.3%+11.1pp | 79.8%+6.6pp | 70.2%+16.2pp |
| Annual return | 18.86% | 27.44%-8.6pp | 43.79%-24.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $7,412 | $2,040+263.4% | $3,866+91.7% | $2,177+240.5% |
| Participant deferral / active EE | $4,622 | $3,538+30.6% | $4,937-6.4% | $3,514+31.5% |
| Admin fee / account holder | $158 | $609-74.0% | $9,704-98.4% | $847-81.3% |