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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,382 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,813 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $5,436 |
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 | $38,457 | $78,781-51.2% | $100,528-61.7% | $73,412-47.6% |
| Participation rate | 84.2% | 80.0%+4.1pp | 79.4%+4.8pp | 72.2%+12.0pp |
| Annual return | 38.03% | 31.69%+6.3pp | 30.90%+7.1pp | 59.30%-21.3pp |
| Employer contribution / active EE | $2,541 | $2,420+5.0% | $3,419-25.7% | $2,234+13.7% |
| Participant deferral / active EE | $11,170 | $6,537+70.9% | $6,271+78.1% | $3,806+193.5% |
| Admin fee / account holder | $131 | $145-10.1% | $8,084-98.4% | $158-17.3% |