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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,039 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,522 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,427 |
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 | $23,832 | $69,231-65.6% | $91,994-74.1% | $67,579-64.7% |
| Participation rate | 78.3% | 78.9%-0.6pp | 78.6%-0.3pp | 71.3%+7.0pp |
| Annual return | 0.00% | 32.03%-32.0pp | 69.03%-69.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,858 | $2,284-18.6% | $3,452-46.2% | $2,148-13.5% |
| Participant deferral / active EE | $8,060 | $5,854+37.7% | $5,923+36.1% | $3,539+127.7% |
| Admin fee / account holder | $53 | $107-50.9% | $7,743-99.3% | $142-62.9% |