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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,248 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,409 | $70,475-52.6% | $100,530-66.8% | $79,858-58.2% |
| Participation rate | 27.7% | 73.7%-45.9pp | 79.4%-51.7pp | 69.6%-41.9pp |
| Annual return | 16.28% | 21.90%-5.6pp | 30.89%-14.6pp | 31.72%-15.4pp |
| Employer contribution / active EE | $831 | $2,165-61.6% | $3,418-75.7% | $2,471-66.4% |
| Participant deferral / active EE | $1,810 | $5,181-65.1% | $6,271-71.1% | $3,740-51.6% |
| Admin fee / account holder | $254 | $4,478-94.3% | $8,083-96.9% | $5,306-95.2% |