Filed February 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,488 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $1,636 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,054 | $29,516-76.1% | $77,513-90.9% | $90,274-92.2% |
| Participation rate | 14.6% | 33.7%-19.0pp | 54.2%-39.6pp | 73.4%-58.7pp |
| Annual return | 53.98% | 231.18%-177.2pp | 54.81%-0.8pp | 53.97%0pp |
| Employer contribution / active EE | $339 | $381-11.0% | $987-65.7% | $2,523-86.6% |
| Participant deferral / active EE | $558 | $944-40.9% | $1,861-70.0% | $4,231-86.8% |
| Admin fee / account holder | $52 | $106-51.3% | $2,859-98.2% | $114-54.8% |