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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 | $800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,795 | $35,986-89.5% | $77,482-95.1% | $73,488-94.8% |
| Participation rate | 70.6% | 40.8%+29.8pp | 54.2%+16.4pp | 70.7%-0.1pp |
| Annual return | 13.13% | 19.26%-6.1pp | 54.79%-41.7pp | 28.51%-15.4pp |
| Employer contribution / active EE | $109 | $557-80.5% | $986-89.0% | $2,270-95.2% |
| Participant deferral / active EE | $523 | $1,198-56.3% | $1,861-71.9% | $3,740-86.0% |
| Admin fee / account holder | $9 | $466-98.0% | $2,858-99.7% | $513-98.2% |