Filed August 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,547 |
AIF PLANNING AND CONSULTANTS GROUP3 years Service code 27 INC. DBA CAPITAL · SAN DIEGO, CA 92128 | Advisory (Plan) | $16,070 |
PENSION PROFESSIONALS, INC.4 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $5,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,768 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,722 | $66,601-67.4% | $92,893-76.6% | $67,579-67.9% |
| Participation rate | 35.1% | 72.5%-37.4pp | 76.0%-40.9pp | 71.3%-36.2pp |
| Annual return | 22.02% | 92.58%-70.6pp | 109.41%-87.4pp | 378.56%-356.5pp |
| Employer contribution / active EE | $741 | $2,775-73.3% | $3,653-79.7% | $2,148-65.5% |
| Participant deferral / active EE | $1,062 | $3,157-66.4% | $4,236-74.9% | $3,539-70.0% |
| Admin fee / account holder | $121 | $199-39.3% | $5,794-97.9% | $142-15.1% |