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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,465 | $54,380-64.2% | $68,509-71.6% | $59,633-67.4% |
| Participation rate | 98.5% | 70.2%+28.3pp | 74.7%+23.8pp | 68.7%+29.9pp |
| Annual return | 6.86% | 2.83%+4.0pp | 8.27%-1.4pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $169 | $1,539-89.0% | $2,278-92.6% | $2,203-92.3% |
| Participant deferral / active EE | $2,233 | $2,643-15.5% | $3,382-34.0% | $3,192-30.0% |
| Admin fee / account holder | $10 | $3,885-99.7% | $5,275-99.8% | $4,297-99.8% |