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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,652 |
Service code 99 35 1ST AVE NE · WATERTOWN, SD 57201 | Other Fees | $12,414 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,009 | $81,208+13.3% | $98,916-7.0% | $79,858+15.2% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 69.6%-69.6pp |
| Annual return | 13.89% | 60.99%-47.1pp | 196.45%-182.6pp | 31.72%-17.8pp |
| Employer contribution / active EE | $273 | $1,960-86.1% | $2,689-89.8% | $2,471-88.9% |
| Participant deferral / active EE | $4,296 | $3,265+31.6% | $4,245+1.2% | $3,740+14.9% |
| Admin fee / account holder | $492 | $6,013-91.8% | $6,642-92.6% | $5,306-90.7% |