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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,521 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,333 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,117 | $104,336-89.3% | $159,455-93.0% | $86,813-87.2% |
| Participation rate | 83.1% | 77.7%+5.4pp | 82.8%+0.2pp | 72.3%+10.8pp |
| Annual return | 34.37% | 26.32%+8.0pp | 263.63%-229.3pp | 97.93%-63.6pp |
| Employer contribution / active EE | $727 | $3,451-78.9% | $4,830-84.9% | $2,406-69.8% |
| Participant deferral / active EE | $4,121 | $6,837-39.7% | $7,353-44.0% | $4,131-0.2% |
| Admin fee / account holder | $16 | $172-90.5% | $10,800-99.8% | $170-90.4% |