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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $447,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $94,032 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $18,906 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,782 | $40,984+19.0% | $90,951-46.4% | $93,223-47.7% |
| Participation rate | 42.4% | 59.7%-17.4pp | 69.0%-26.7pp | 74.9%-32.5pp |
| Annual return | 10.79% | 17.56%-6.8pp | 134.60%-123.8pp | 19.29%-8.5pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $1,376 | $1,856-25.8% | $3,373-59.2% | $4,563-69.8% |
| Admin fee / account holder | $105 | $75+40.0% | $5,959-98.2% | $79+32.8% |