| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $232,296 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,917 | $67,512-3.8% | $185,854-65.1% | $93,010-30.2% |
| Participation rate | 54.3% | 67.1%-12.8pp | 81.7%-27.4pp | 73.9%-19.6pp |
| Annual return | 15.07% | 21.04%-6.0pp | 122.12%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $825 | $1,783-53.7% | $5,169-84.0% | $2,705-69.5% |
| Participant deferral / active EE | $2,474 | $3,035-18.5% | $5,569-55.6% | $4,561-45.8% |
| Admin fee / account holder | $116 | $318-63.5% | $16,246-99.3% | $152-23.6% |