Filed October 18, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,983 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $292 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,187 | $99,957+179.3% | $149,696+86.5% | $73,488+279.9% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.72% | 53.87%-38.1pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $7,109 | $3,191+122.8% | $4,644+53.1% | $2,270+213.2% |
| Participant deferral / active EE | $11,604 | $6,073+91.1% | $6,842+69.6% | $3,740+210.3% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-72.0% |