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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,951 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $82,397 | $51,620+59.6% | $90,304-8.8% | $65,185+26.4% |
| Participation rate | 99.1% | 68.6%+30.5pp | 73.3%+25.9pp | 70.2%+28.9pp |
| Annual return | 21.01% | 24.94%-3.9pp | 78.13%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,265 | $2,235+1.4% | $2,855-20.7% | $2,177+4.1% |
| Participant deferral / active EE | $4,804 | $2,871+67.3% | $3,885+23.6% | $3,514+36.7% |
| Admin fee / account holder | $15 | $384-96.0% | $5,354-99.7% | $847-98.2% |