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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $652 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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.
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 | $33,021 | $39,162-15.7% | $100,671-67.2% | $59,633-44.6% |
| Participation rate | 61.4% | 55.9%+5.5pp | 70.7%-9.3pp | 68.7%-7.3pp |
| Annual return | 0.56% | 21.07%-20.5pp | 20.43%-19.9pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,526 | $1,992+127.2% | $3,144+44.0% | $3,192+41.8% |
| Admin fee / account holder | $10 | $2,969-99.7% | $4,850-99.8% | $4,297-99.8% |