Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,717 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,874 |
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 | $128,554 | $72,554+77.2% | $138,135-6.9% | $73,493+74.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.7%+21.3pp | 70.7%+29.3pp |
| Annual return | 17.30% | 17.50%-0.2pp | 20.51%-3.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $10,519 | $3,511+199.6% | $5,587+88.3% | $2,270+363.4% |
| Participant deferral / active EE | $9,778 | $4,908+99.2% | $6,431+52.0% | $3,740+161.4% |
| Admin fee / account holder | $262 | $464-43.7% | $11,856-97.8% | $513-49.0% |