Filed May 27, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,357 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,968 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,328 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $4,300 |
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 | $68,808 | $58,888+16.8% | $178,498-61.5% | $73,493-6.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 28.86% | 24.86%+4.0pp | 151.09%-122.2pp | 28.51%+0.3pp |
| Employer contribution / active EE | $6,225 | $2,236+178.4% | $5,011+24.2% | $2,270+174.2% |
| Participant deferral / active EE | $5,668 | $2,568+120.7% | $5,202+9.0% | $3,740+51.6% |
| Admin fee / account holder | $172 | $400-57.0% | $13,985-98.8% | $513-66.4% |