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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,066 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,273 |
Service code 99 PO BOX 734603 · CHICAGO, IL 606734603 | Other Fees | $458 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,970 | $77,677+24.8% | $109,173-11.2% | $79,391+22.1% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.2pp | 70.7%+27.3pp |
| Annual return | 10.85% | 23.44%-12.6pp | 25.75%-14.9pp | 116.88%-106.0pp |
| Employer contribution / active EE | $4,993 | $2,798+78.4% | $3,723+34.1% | $2,428+105.7% |
| Participant deferral / active EE | $6,338 | $3,517+80.2% | $4,654+36.2% | $4,046+56.6% |
| Admin fee / account holder | $48 | $732-93.4% | $6,755-99.3% | $627-92.3% |