Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,387 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,896 | $33,745+12.3% | $64,105-40.9% | $55,191-31.3% |
| Participation rate | 59.3% | 59.4%-0.1pp | 68.2%-8.9pp | 69.2%-9.9pp |
| Annual return | -2.15% | 4.95%-7.1pp | 791.24%-793.4pp | 10.78%-12.9pp |
| Employer contribution / active EE | $374 | $641-41.6% | $1,820-79.4% | $1,899-80.3% |
| Participant deferral / active EE | $2,679 | $1,929+38.9% | $2,822-5.1% | $3,046-12.1% |
| Admin fee / account holder | $14 | $94-85.1% | $4,499-99.7% | $91-84.5% |