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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,153 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,377 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $5,987 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $446 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,613 | $72,273-60.4% | $101,275-71.7% | $79,856-64.2% |
| Participation rate | 72.3% | 68.5%+3.8pp | 75.8%-3.5pp | 69.6%+2.6pp |
| Annual return | 9.46% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $3,330 | $2,691+23.7% | $3,660-9.0% | $2,471+34.8% |
| Participant deferral / active EE | $4,546 | $3,282+38.5% | $4,371+4.0% | $3,741+21.5% |
| Admin fee / account holder | $101 | $4,401-97.7% | $5,948-98.3% | $5,306-98.1% |