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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,197 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,573 | $55,182-28.3% | $73,309-46.0% | $55,191-28.3% |
| Participation rate | 56.7% | 73.9%-17.2pp | 74.9%-18.2pp | 69.2%-12.4pp |
| Annual return | 2.37% | 8.55%-6.2pp | 5.67%-3.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $8 | $1,935-99.6% | $3,237-99.8% | $1,899-99.6% |
| Participant deferral / active EE | $7,051 | $4,641+51.9% | $4,991+41.3% | $3,046+131.5% |
| Admin fee / account holder | $58 | $68-14.8% | $5,635-99.0% | $91-35.8% |