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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,277 |
SHERIDAN ROAD ADVISORS LLC3 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $9,734 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,881 | $79,694-75.1% | $96,161-79.3% | $79,393-75.0% |
| Participation rate | 46.3% | 54.0%-7.7pp | 68.4%-22.1pp | 70.7%-24.4pp |
| Annual return | 14.65% | 40.84%-26.2pp | 192.01%-177.4pp | 116.87%-102.2pp |
| Employer contribution / active EE | $886 | $1,443-38.6% | $2,798-68.3% | $2,428-63.5% |
| Participant deferral / active EE | $1,837 | $2,539-27.6% | $4,349-57.8% | $4,046-54.6% |
| Admin fee / account holder | $164 | $630-74.0% | $5,538-97.0% | $627-73.8% |