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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $16,024 |
Service code 27 2201 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Advisory (Plan) | $2,436 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,089 | $40,174-87.3% | $84,023-93.9% | $67,582-92.5% |
| Participation rate | 48.2% | 62.7%-14.4pp | 69.0%-20.8pp | 71.3%-23.0pp |
| Annual return | 26.71% | 25.82%+0.9pp | 71.32%-44.6pp | 378.57%-351.9pp |
| Employer contribution / active EE | $348 | $808-56.9% | $1,984-82.4% | $2,148-83.8% |
| Participant deferral / active EE | $810 | $2,301-64.8% | $3,239-75.0% | $3,539-77.1% |
| Admin fee / account holder | $102 | $128-20.4% | $6,102-98.3% | $142-28.3% |