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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,497 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,792 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,533 |
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 | $62,577 | $99,957-37.4% | $149,730-58.2% | $73,493-14.9% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 21.89% | 53.87%-32.0pp | 276.70%-254.8pp | 28.51%-6.6pp |
| Employer contribution / active EE | $5,871 | $3,191+84.0% | $4,645+26.4% | $2,270+158.6% |
| Participant deferral / active EE | $9,924 | $6,073+63.4% | $6,843+45.0% | $3,740+165.4% |
| Admin fee / account holder | $161 | $551-70.8% | $9,310-98.3% | $513-68.7% |