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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,941 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,521 | $70,002-69.3% | $115,038-81.3% | $52,331-58.9% |
| Participation rate | 43.6% | 72.1%-28.5pp | 81.4%-37.7pp | 68.1%-24.5pp |
| Annual return | 61.67% | 4.04%+57.6pp | 26.14%+35.5pp | 4.54%+57.1pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,561 | $4,920+13.0% | $6,026-7.7% | $3,022+84.0% |
| Admin fee / account holder | $50 | $566-91.1% | $8,175-99.4% | $592-91.5% |