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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,370 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $504 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,427 | $99,957-83.6% | $149,730-89.0% | $73,493-77.6% |
| Participation rate | 87.0% | 75.7%+11.3pp | 82.5%+4.5pp | 70.7%+16.3pp |
| Annual return | 42.45% | 53.87%-11.4pp | 276.70%-234.3pp | 28.51%+13.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,589 | $6,073-24.4% | $6,843-32.9% | $3,740+22.7% |
| Admin fee / account holder | $36 | $551-93.4% | $9,310-99.6% | $513-92.9% |