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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,340 |
ARGI INVESTMENT SERVICES LLC2 years Service code 27 2201 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Advisory (Plan) | $8,288 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $493 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,538 | $64,286-86.7% | $90,970-90.6% | $73,412-88.4% |
| Participation rate | 28.6% | 63.6%-35.0pp | 69.0%-40.4pp | 72.2%-43.6pp |
| Annual return | 19.24% | 21.46%-2.2pp | 134.60%-115.4pp | 59.30%-40.1pp |
| Employer contribution / active EE | $208 | $895-76.8% | $2,122-90.2% | $2,234-90.7% |
| Participant deferral / active EE | $531 | $2,453-78.4% | $3,373-84.3% | $3,806-86.0% |
| Admin fee / account holder | $195 | $287-31.9% | $5,961-96.7% | $158+23.8% |