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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $17,225 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,053 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,937 | $62,132-21.2% | $185,861-73.7% | $73,497-33.4% |
| Participation rate | 53.0% | 67.8%-14.8pp | 78.0%-25.1pp | 70.7%-17.7pp |
| Annual return | 12.02% | 20.44%-8.4pp | 35.96%-23.9pp | 28.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,632 | $3,711-2.1% | $5,634-35.5% | $3,740-2.9% |
| Admin fee / account holder | $250 | $419-40.4% | $9,503-97.4% | $513-51.4% |