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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 734603 · CHICAGO, IL 606734603 | Contract Administrator | $6,441 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,277 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,146 | $69,383+27.0% | $101,275-13.0% | $73,497+19.9% |
| Participation rate | 96.5% | 68.4%+28.1pp | 75.8%+20.7pp | 70.7%+25.8pp |
| Annual return | 12.08% | 18.46%-6.4pp | 46.48%-34.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $4,210 | $2,628+60.2% | $3,660+15.0% | $2,270+85.5% |
| Participant deferral / active EE | $5,294 | $3,301+60.4% | $4,371+21.1% | $3,740+41.6% |
| Admin fee / account holder | $78 | $704-89.0% | $5,948-98.7% | $513-84.9% |