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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,606 |
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 | $95,652 | $66,124+44.7% | $90,461+5.7% | $73,497+30.1% |
| Participation rate | 98.3% | 69.7%+28.6pp | 72.7%+25.6pp | 70.7%+27.6pp |
| Annual return | 18.86% | 17.65%+1.2pp | 1294.76%-1275.9pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,568 | $2,346-33.2% | $3,264-51.9% | $2,270-30.9% |
| Participant deferral / active EE | $4,764 | $3,039+56.8% | $3,964+20.2% | $3,740+27.4% |
| Admin fee / account holder | $22 | $396-94.5% | $5,617-99.6% | $513-95.7% |