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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,614 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $289 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL DENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
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.
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 | $24,541 | $35,986-31.8% | $77,482-68.3% | $73,488-66.6% |
| Participation rate | 14.9% | 40.8%-25.9pp | 54.2%-39.3pp | 70.7%-55.8pp |
| Annual return | 8.53% | 19.26%-10.7pp | 54.79%-46.3pp | 28.51%-20.0pp |
| Employer contribution / active EE | $319 | $557-42.8% | $986-67.7% | $2,270-85.9% |
| Participant deferral / active EE | $413 | $1,198-65.5% | $1,861-77.8% | $3,740-89.0% |
| Admin fee / account holder | $216 | $466-53.6% | $2,858-92.4% | $513-57.9% |