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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,908 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $9,240 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,053 | $66,813-14.6% | $100,528-43.2% | $73,493-22.4% |
| Participation rate | 58.9% | 77.5%-18.6pp | 79.4%-20.5pp | 70.7%-11.8pp |
| Annual return | 9.77% | 25.70%-15.9pp | 30.90%-21.1pp | 28.51%-18.7pp |
| Employer contribution / active EE | $736 | $2,147-65.7% | $3,419-78.5% | $2,270-67.6% |
| Participant deferral / active EE | $2,596 | $5,883-55.9% | $6,271-58.6% | $3,740-30.6% |
| Admin fee / account holder | $253 | $512-50.6% | $8,084-96.9% | $513-50.7% |