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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,054 |
MONATGE SECURITIES LLC1+ years Filed as: MONTAGE SECURITIES LLC Service code 55 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Other Commissions | $4,812 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $1,013 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $198 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,587 | $72,177-71.5% | $115,038-82.1% | $59,633-65.5% |
| Participation rate | 83.8% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.1pp |
| Annual return | -0.59% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,137 | $2,841+45.6% | $4,608-10.2% | $2,203+87.8% |
| Participant deferral / active EE | $8,258 | $4,783+72.7% | $6,026+37.0% | $3,192+158.7% |
| Admin fee / account holder | $152 | $4,927-96.9% | $8,175-98.1% | $4,297-96.5% |