Filed January 23, 2021
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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 | $12,313 |
Filed as: MID ATLANTIC SECURITIES INC Service code 27 4001 BARRETT DR STE 100 · RALEIGH, NC 27609 | Advisory (Plan) | $8,000 |
Filed as: LEAFHOUSE ATLANTIC SECURITIES INC Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,426 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD., SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $0 |
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 | $31,187 | $69,383-55.1% | $101,264-69.2% | $73,493-57.6% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 19.42% | 18.46%+1.0pp | 46.48%-27.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $664 | $2,628-74.7% | $3,660-81.9% | $2,270-70.7% |
| Participant deferral / active EE | $3,433 | $3,301+4.0% | $4,370-21.5% | $3,740-8.2% |
| Admin fee / account holder | $76 | $704-89.1% | $5,947-98.7% | $513-85.1% |