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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,963 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $12,606 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $418 |
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 | $15,069 | $74,706-79.8% | $75,714-80.1% | $79,391-81.0% |
| Participation rate | 97.2% | 75.3%+21.9pp | 74.8%+22.4pp | 70.7%+26.5pp |
| Annual return | 17.66% | 18.52%-0.9pp | 104.62%-87.0pp | 116.88%-99.2pp |
| Employer contribution / active EE | $1,430 | $2,590-44.8% | $2,744-47.9% | $2,428-41.1% |
| Participant deferral / active EE | $3,063 | $3,533-13.3% | $3,820-19.8% | $4,046-24.3% |
| Admin fee / account holder | $133 | $374-64.6% | $3,619-96.3% | $627-78.8% |