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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,821 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81 |
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 | $125,327 | $81,494+53.8% | $133,978-6.5% | $73,497+70.5% |
| Participation rate | 86.6% | 76.4%+10.2pp | 79.8%+6.8pp | 70.7%+15.9pp |
| Annual return | 16.88% | 19.40%-2.5pp | 45.10%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $8,303 | $2,210+275.8% | $3,919+111.9% | $2,270+265.8% |
| Participant deferral / active EE | $4,654 | $3,787+22.9% | $5,047-7.8% | $3,740+24.4% |
| Admin fee / account holder | $88 | $713-87.7% | $8,930-99.0% | $513-82.9% |