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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC1 year Service code 55 2801 HWY 280 S · BIRMINGHAM, AL 35223 | Other Commissions | $27,647 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,600 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,389 | $99,957-72.6% | $149,730-81.7% | $73,493-62.7% |
| Participation rate | 84.4% | 75.7%+8.7pp | 82.5%+1.9pp | 70.7%+13.7pp |
| Annual return | 49.81% | 53.87%-4.1pp | 276.70%-226.9pp | 28.51%+21.3pp |
| Employer contribution / active EE | $3,173 | $3,191-0.6% | $4,645-31.7% | $2,270+39.8% |
| Participant deferral / active EE | $7,522 | $6,073+23.9% | $6,843+9.9% | $3,740+101.1% |
| Admin fee / account holder | $20 | $551-96.3% | $9,310-99.8% | $513-96.1% |