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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,467 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $15,582 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $895 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,290 | $54,590+15.9% | $81,726-22.6% | $73,497-13.9% |
| Participation rate | 80.9% | 68.3%+12.6pp | 72.0%+8.9pp | 70.7%+10.2pp |
| Annual return | 15.20% | 17.74%-2.5pp | 29.49%-14.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,274 | $1,636+39.0% | $4,311-47.2% | $2,270+0.2% |
| Participant deferral / active EE | $3,426 | $2,759+24.2% | $7,108-51.8% | $3,740-8.4% |
| Admin fee / account holder | $160 | $592-73.0% | $5,160-96.9% | $513-68.8% |