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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 | $11,788 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $106,722 | $63,768+67.4% | $98,477+8.4% | $79,393+34.4% |
| Participation rate | 99.1% | 69.9%+29.2pp | 73.3%+25.8pp | 70.7%+28.4pp |
| Annual return | 12.48% | 626.18%-613.7pp | 1493.59%-1481.1pp | 116.87%-104.4pp |
| Employer contribution / active EE | $2,312 | $2,558-9.6% | $2,961-21.9% | $2,428-4.8% |
| Participant deferral / active EE | $5,240 | $3,305+58.6% | $4,276+22.5% | $4,046+29.5% |
| Admin fee / account holder | $47 | $516-90.9% | $5,951-99.2% | $627-92.5% |