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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,067 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $13,900 |
Service code 26 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Participants) | $5,179 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,551 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,287 | $60,607-83.0% | $189,575-94.6% | $86,821-88.2% |
| Participation rate | 94.4% | 68.9%+25.5pp | 78.4%+15.9pp | 72.3%+22.1pp |
| Annual return | 19.48% | 65.18%-45.7pp | 64.19%-44.7pp | 97.94%-78.5pp |
| Employer contribution / active EE | $370 | $1,626-77.3% | $4,412-91.6% | $2,406-84.6% |
| Participant deferral / active EE | $2,109 | $3,895-45.9% | $6,174-65.8% | $4,132-49.0% |
| Admin fee / account holder | $116 | $159-26.8% | $9,806-98.8% | $170-31.4% |